Maggie B. Smith
Professional summary
Maggie Bonner Smith, who also goes by Maggic A Bonner, Maggie Ann Bonner, Maggie A Smith, is a registered financial advisor currently at NEXT LEVEL PRIVATE LLC located in Harrison, New York.
Maggie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Maggie has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Maggie Bonner Smith's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 4, 2021 - Present
NEXT LEVEL PRIVATE LLC
Office #1: 500 Mamaroneck Avenue Suite 501, Harrison, NY 10528July 31, 2014 - September 14, 2021
UBS FINANCIAL SERVICES INC.
December 12, 2013 - September 14, 2021
UBS FINANCIAL SERVICES INC.
October 28, 1996 - December 19, 2001
MORGAN STANLEY DW INC.
Primary Firm SEC Registration
NEXT LEVEL PRIVATE LLC
CRD#: 313247 / SEC#: 801-122122
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/4/2021)
Exams
Current Firm
NEXT LEVEL PRIVATE LLC
CRD#: 313247 / SEC#: 801-122122
Contact information
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,235 |
| AUM (Assets Under Management) | $ 1,054,765,000 |
Red Flags
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