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Daniel Richard Mackey

4THOUGHT FINANCIAL GROUP INC.·SYOSSET, New York
Series 65Clean record8 years registered4THOUGHT FINANCIAL GROUP INC.
6851 JERICHO TURNPIKE, SYOSSET, NY 11791CRD# 6101925Firm CRD# 162997

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Richard Mackey · SYOSSET, NY
Registration
CRD #6101925 · 4THOUGHT FINANCIAL GROUP INC. · 8 years registered
Brand Profile
Not yet started
01

Career History

4THOUGHT FINANCIAL GROUP INC.
Apr 2018 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 30, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
4THOUGHT FINANCIAL GROUP INC.
CRD 162997 · SEC 801-74692
AUM
$147M
Regulatory assets under management
Employees
5
757 client accounts
Services offered by 4THOUGHT FINANCIAL GROUP INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at 4THOUGHT FINANCIAL GROUP INC. →
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05

Frequently Asked Questions

What services does Daniel Richard Mackey offer?
Daniel Richard Mackey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SYOSSET, New York for a consultation.
What are Daniel Richard Mackey's credentials?
Daniel Richard Mackey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Richard Mackey located?
Daniel Richard Mackey is based in SYOSSET, New York, working with 4THOUGHT FINANCIAL GROUP INC.. Their office serves clients in the SYOSSET metropolitan area and surrounding communities.
How does Daniel Richard Mackey charge for services?
Daniel Richard Mackey's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 4THOUGHT FINANCIAL GROUP INC.?
4THOUGHT FINANCIAL GROUP INC. has approximately 5 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at 4THOUGHT FINANCIAL GROUP INC.

Jesse Brian Mackey
SYOSSET, NY
Brian Craig Mackey
SYOSSET, NY
Michael Cardone Duvally
SYOSSET, NY
Martin Elliot Levine
SYOSSET, NY
ChFC

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