Level Markets, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 171752
- Registered since
- December 26, 2014
- Website
- luminextrading.com
Firm profile
FINTRXOverview
Level Markets, LLC is organized as a limited liability company. Public profile fields identify its ownership as a mix of a domestic entity and an individual, but the firm is otherwise listed without a specific advisory classification. Available disclosure fields are sparse: the firm does not present an explicit client roster, fee schedule, or a breakdown of advisory activities in the materials provided. The profile indicates it is not a capital allocator and does not identify itself as an active ESG investor. It is also marked as not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4Michael Stupay
Chief Financial OfficerCRD 2287906

Stephen Miele
Chief Executive OfficerCRD 2645590
James Dolan
Chief Compliance OfficerCRD 3219968
Contacts
3 of 16
David Hagen
Head of ProductCRD 2101752

Ilisa Gruber
SalesCRD 2138525
James Yonchak
Registered RepresentativeCRD 2637541
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 10 Post Office Sq
- Time zone
- ET (UTC-5)
- Office locations
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