September 8, 2021
By Jeff Berman
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 has changed its name to Next Level Private after going its own way. The firm offers a full range of financial services including goals-based planning, fiduciary advice and financial advocacy, it said Tuesday. Custodial services are being provided by Pershing.