Unclaimed Profile

Martin Elliot Levine

4THOUGHT FINANCIAL GROUP INC.·SYOSSET, New York

SIE, Series 6, Series 7, Series 22, Series 63ChFCClean record19 years registered4THOUGHT FINANCIAL GROUP INC.

6851 JERICHO TURNPIKE, SYOSSET, NY 11791CRD# 1281040Firm CRD# 162997

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Martin Elliot Levine · SYOSSET, NY

Registration

CRD #1281040 · 4THOUGHT FINANCIAL GROUP INC. · 19 years registered

Brand Profile

Not yet started

Career History

4THOUGHT FINANCIAL GROUP INC.

Jul 2012 – present

AMERICAN PORTFOLIOS ADVISORS, INC

Mar 2012 – Feb 2013

HOLBROOK, NY

PARK AVENUE SECURITIES LLC

Mar 2007 – Mar 2012

WOODBURY, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 63

Registration record

First registered · March 30, 2007

Years registered · 19

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

4THOUGHT FINANCIAL GROUP INC.

CRD 162997 · SEC 801-74692

AUM

$147M

Regulatory assets under management

Employees

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. →

Introduction

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Frequently Asked Questions

What services does Martin Elliot Levine offer?

Martin Elliot Levine specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SYOSSET, New York for a consultation.

What are Martin Elliot Levine's credentials?

Martin Elliot Levine holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Martin Elliot Levine located?

Martin Elliot Levine 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 Martin Elliot Levine charge for services?

Martin Elliot Levine'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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