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Former UBS Advisor Launches N.Y. Independent RIA With $850M AUM

FA Financial Advisor Magazine

September 8, 2021
By Joyce Blay

Financial Advisor Barry Mitchell has launched Next Level Private, an Independent registered investment advisor (RIA)  in Harrison, N.Y., with $850 million in client assets, according to a news release.

Since 2011, Mitchell and his eight-member team were affiliated with UBS as Mitchell WealthCare. He has more than three decades of experience. He serves as managing director of Next Level Private, which provides clients with goal-based planning, fiduciary advice, and financial advocacy, the press release said.

“As an Independent Ria and fiduciary, we are free from previous proprietary constraints and have a lot more available to us in terms of research, investment solutions and technology that can put our clients in a better financial position,” Mitchell said in a news release announcing his independent firm’s launch.

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This post first appeared on Perspectives For Financial Advisors From Diamond Consultants, please read the originial post: here

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Former UBS Advisor Launches N.Y. Independent RIA With $850M AUM

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