Lucas J. Moshier

LEVEL FINANCIAL ADVISORS

Amherst, NY 14051

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CRD#: 7382110

Professional summary

Lucas John Moshier is a registered financial advisor currently at LEVEL FINANCIAL ADVISORS, INC. located in Amherst, New York.

Lucas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Lucas has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lucas John Moshier'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

January 6, 2025 - Present

LEVEL FINANCIAL ADVISORS, INC.

Office #1: 9310 Transit Road Suite 300, Amherst, NY 14051

RIA

CRD#: 110641

Amherst, NY

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".

LEVEL FINANCIAL ADVISORS, INC.

LEVEL FINANCIAL ADVISORS, INC. | SCHROEDER, BRAXTON & VOGT INC. | PARAMOUNT PLANNING INC

CRD#: 110641 / SEC#: 801-15900

RIA

Registered Investment Advisory firm - (4/9/1981 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
(1/6/2025)

IAR

Texas
(1/7/2026)

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

Current Firm

LEVEL FINANCIAL ADVISORS, INC.

LEVEL FINANCIAL ADVISORS, INC. | SCHROEDER, BRAXTON & VOGT INC. | PARAMOUNT PLANNING INC

CRD#: 110641 / SEC#: 801-15900

RIA

Registered Investment Advisory firm - (4/9/1981 Approved)

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Contact information

Main Address

9310 Transit Road Suite 300, East Amherst, NY 14051

Mailing Address

Phone number

(716) 634-6113

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 (1/29/2026)

Regulatory assets under management

Total Number of Accounts	2,160
AUM (Assets Under Management)	$ 868,414,728

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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Lucas J. Moshier

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lucas John Moshier's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEVEL FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

LEVEL FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Current Firm

LEVEL FINANCIAL ADVISORS, INC.

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LEVEL FINANCIAL ADVISORS, INC.

TRUST BUT VERIFY

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