Yale Levey, financial advisor Manalapan NJ

Yale Levey

CRD Number: 1847720
Current Firm: Next Generation Wealth Planning, LLC

Yale Levey (CRD# 1847720) is an Investment Advisor Representative working at Next Generation Wealth Planning, LLC in Manalapan, NJ and has over 33 years of experience in the finance industry. Yale Levey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Main Street Philanthropy Ambassador Manalapan, NJ Oct 2013 - Current 8
Next Generation Wealth Planning, LLC Manalapan, NJ Aug 2006 - Current 16
Royal Alliance Associates, Inc. Cedar Knolls, NJ May 1997 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1988
Contact Info for Yale J. Levey
Phone Number: 732-409-7232
Firm Website: http://www.ngwp.org
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    36
    MILLIONS
  • Total Number of Accounts
    115
    ACCOUNTS
  • Average Account Value
    $316,559
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

NJ, TX

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