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Michael Cardone Duvally

4THOUGHT FINANCIAL GROUP INC.·SYOSSET, New York
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6851 JERICHO TURNPIKE, SYOSSET, NY 11791CRD# 6645849Firm CRD# 162997
01

About

Michael Cardone Duvally is a registered financial advisor based in SYOSSET, New York, affiliated with 4THOUGHT FINANCIAL GROUP INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
4THOUGHT FINANCIAL GROUP INC.
4THOUGHT FINANCIAL GROUP INC.
AUM
$147M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at 4THOUGHT FINANCIAL GROUP INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Regulatory
SEC/IARD CRD# 6645849
Firm CRD# 162997
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael Cardone Duvally offer?
Michael Cardone Duvally specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SYOSSET, New York for a consultation.
What are Michael Cardone Duvally's credentials?
Michael Cardone Duvally is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Cardone Duvally located?
Michael Cardone Duvally 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 Michael Cardone Duvally charge for services?
Michael Cardone Duvally'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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David Jay Jeuda — DORSET MANAGEMENT CORPORATIONJesse Brian Mackey — 4THOUGHT FINANCIAL GROUP INC.Martin Elliot Levine — 4THOUGHT FINANCIAL GROUP INC.Brian Craig Mackey — 4THOUGHT FINANCIAL GROUP INC.David Mabon Knott — DORSET MANAGEMENT CORPORATION
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