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RIA / WealthAdvisor39 years in industry

WILLIAM Joseph SULLIVAN

Advisor at NEXT LEVEL PRIVATE LLC

HARRISON, NY | Milton, MA

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Search this name across graphsid dfx:ria:a8078425-3d67-1241-8e5a-c362fd11b9ad

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 1, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NEXT LEVEL PRIVATE LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
First registration: Jan 1, 2000
Dual registered: no
Other names: WILLIAM J SULLIVAN
IAPD individual key: 4724048

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NEXT LEVEL PRIVATE LLC	Independent wealth	Aug 3, 2022	n/a	yes	Milton, MA\|HARRISON, NY	Current employment
LEXINGTON WEALTH MANAGEMENT, INC.	Former SEC adviser	Jun 20, 2005	Apr 14, 2009	no	LEXINGTON, MA	Previous registration
LEXINGTON/BRIDGEWATER WEALTH MANAGEMENT, LLC	n/a	Oct 26, 2004	Nov 22, 2005	no	LEXINGTON, MA	Previous registration
LEXINGTON ADVISORS	n/a	Jan 1, 2000	Dec 31, 2004	no	LEXINGTON , MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LEXINGTON WEALTH MANAGEMENT, INC.	NEXT LEVEL PRIVATE LLC	Apr 14, 2009	Aug 3, 2022	4,859	Firm change after gap	Other
LEXINGTON/BRIDGEWATER WEALTH MANAGEMENT, LLC	LEXINGTON WEALTH MANAGEMENT, INC.	Nov 22, 2005	Jun 20, 2005	-155	Firm change after gap	Other
LEXINGTON ADVISORS	LEXINGTON/BRIDGEWATER WEALTH MANAGEMENT, LLC	Dec 31, 2004	Oct 26, 2004	-66	Firm change after gap	Other

Relationships

Registered with (4)

→ NEXT LEVEL PRIVATE LLCRegistered adviserregistration: current employment
Aug 3, 2022 to presentfactForm ADV
→ LEXINGTON WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Jun 20, 2005 to Apr 14, 2009factForm ADV
→ LEXINGTON/BRIDGEWATER WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 26, 2004 to Nov 22, 2005factForm ADV
→ LEXINGTON ADVISORSRegistered adviserregistration: previous registration
Jan 1, 2000 to Dec 31, 2004factForm ADV

Dated events

No dated event names this entity yet.