September 7, 2021
A top-ranked UBS financial advisor and his team, which oversaw $850 million in client assets, have left the wirehouse to open an independent firm, prompted to do...
In The News
January 4, 2022
In September, Barry P. Mitchell Jr. announced the launch of his Harrison-based Next Level Private as a fully independent, registered investment adviser. Mitchell, who began his financial...
December 15, 2021
Most people do not know how to plan for retirement. They just know they want to be able to do it comfortably, whatever that means. A successful...
February 6, 2022
With a financial services career spanning more than 34 years, Barry P. Mitchell, Jr. is eminently qualified in his role as a trusted advocate helping clients navigate...
September 10, 2021
Next Level Private announced it became a fully independent registered investment advisor. The firm, which was formerly associated with UBS as Mitchell WealthCare, does not require a...
September 8, 2021
Financial advisor Barry Mitchell has launched Next Level Private, an independent registered investment advisor (RIA) in Harrison, N.Y., with $850 million in client assets, according to a...
September 8, 2021
Mitchell WealthCare, the advisory firm formerly affiliated with UBS, has launched as Next Level Private, an independent fiduciary registered investment adviser. The firm, headquartered in Harrison, is...
September 8, 2021
An eight-person, Harrison, New York-based advisory firm with $850 million in assets under management has broken away from UBS to become an independent RIA. UBS-affiliated Mitchell WealthCare...
September 8, 2021
Next Level Private, a wealth management house formerly affiliated with UBS as Mitchell WealthCare, has become a fully-independent registered investment advisor. Its eight-person team oversees $850 million...
September 8, 2021
A large financial advice team has left UBS to form a new independent registered investment advisor firm. Led by founder and managing director Barry Mitchel, the newly...
September 7, 2021
Next Level Private, formerly affiliated with UBS as Mitchell WealthCare, proudly announces that in order to better serve its clients, it has become a fully independent registered...