James Whitney Conary
Professional Summary
James Whitney Conary is a registered financial advisor currently at LEVEL MARKETS, LLC located in Boston, Massachusetts. James is registered as a RR (Registered Representative) and started their career in finance in 2021. James has worked at 2 firms and has passed the Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
5 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BEACON TRADING & ANALYTICS LLC | LUMINEX TRADING & ANALYTICS LLC | LEVEL MARKETS, LLC | KEZAR TRADING, LLC
Contact Information
Main Address
10 Post Office Square 14th Floor, Boston, MA 02109Mailing Address
10 Post Office Square 14th Floor, Boston, MA 02109Phone Number
(617) 286-8080Established
Delaware since 04/28/2014Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (15 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| LEVEL HOLDINGS, LLC | OWNER | — |
| CRANE, LINDA SALIERNO | FINANCIAL OPERATIONS PRINCIPAL | 4374198 |
| DOLAN, JAMES CHRISTOPHER | CHIEF COMPLIANCE OFFICER | 3219968 |
| HAGEN, DAVID WALTER | CHIEF PRODUCT OFFICER | 2101752 |
| LINARES, JOHN FITZGERALD | GENERAL COUNSEL, CORPORATE SECRETARY | 3104547 |
| MIELE, STEPHEN R | CHIEF EXECUTIVE OFFICER | 2645590 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(9/15/2026)
(9/15/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view James Whitney Conary's CRS (Customer Relationship Summary).
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