Jennifer G. Piche

NEXT LEVEL PRIVATE LLC

Harrison, NY 10528

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CRD#: 3155786

Professional summary

Jennifer Gilman Piche, who also goes by Jennifer Leigh Gilman, Jennifer G Piche, is a registered financial advisor currently at NEXT LEVEL PRIVATE LLC located in Harrison, New York.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jennifer has worked at 6 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Leigh Gilman | Jennifer G Piche

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Licensed insurance professional; same address; less than 10% of time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Gilman Piche's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 3, 2021 - Present

NEXT LEVEL PRIVATE LLC

Office #1: 500 Mamaroneck Avenue Suite 501, Harrison, NY 10528

RIA

CRD#: 313247

Harrison, NY

Past

November 17, 2011 - September 14, 2021

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

WHITE PLAINS, NY

Past

November 17, 2011 - September 14, 2021

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WHITE PLAINS, NY

Past

March 17, 2004 - November 22, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW YORK, NY

Past

November 12, 2003 - November 22, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

November 24, 1999 - October 31, 2003

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

June 11, 1999 - December 8, 1999

CIBC WORLD MARKETS CORP.

CRD#: 630

NEW YORK, NY

Past

April 8, 1999 - June 7, 1999

GARBAN CAPITAL MARKETS LLC

CRD#: 19738

JERSEY CITY, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NEXT LEVEL PRIVATE LLC

NEXT LEVEL PRIVATE LLC | NEXT LEVEL WEALTHCARE LLC

CRD#: 313247 / SEC#: 801-122122

RIA

Registered Investment Advisory firm - (8/18/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(9/3/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/4/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/11/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/15/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/7/1999

General Securities Representative Examination

Current Firm

NEXT LEVEL PRIVATE LLC

NEXT LEVEL PRIVATE LLC | NEXT LEVEL WEALTHCARE LLC

CRD#: 313247 / SEC#: 801-122122

RIA

Registered Investment Advisory firm - (8/18/2021 Approved)

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Contact information

Main Address

500 Mamaroneck Avenue Suite 501, Harrison, NY 10528

Mailing Address

Phone number

(914) 431-5255

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NEXT LEVEL DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (4/1/2025)

Regulatory assets under management

Total Number of Accounts	2,235
AUM (Assets Under Management)	$ 1,054,765,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jennifer G. Piche

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Gilman Piche's CRS (Customer Relationship Summary).

Certified licenses

Experience

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

CIBC WORLD MARKETS CORP.

GARBAN CAPITAL MARKETS LLC

Primary Firm SEC Registration

NEXT LEVEL PRIVATE LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/4/2004

Series 63

Date: 11/11/1999

Series 7TO

Date: 3/15/2024

SIE

Date: 10/1/2018

Series 7

Date: 4/7/1999

Current Firm

NEXT LEVEL PRIVATE LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NEXT LEVEL PRIVATE LLC

TRUST BUT VERIFY

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