Martin Levine, financial advisor Syosset NY
96 score

Martin Levine

CRD Number: 1281040
Current Firm: 4thought Financial Group Inc.

Martin Levine (CRD# 1281040) is an Investment Advisor Representative working at 4thought Financial Group Inc. in Syosset, NY and has over 33 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
4thought Financial Group Inc. Syosset, NY Apr 2012 - Current 6
Widow Advisory Services Manhasset Hills, NY Mar 1999 - Current 19
American Portfolios Financial Services, Inc. Holbrook, NY Mar 2012 - Sep 2017 5
American Portfolios Advisors, Inc. Holbrook, NY Mar 2012 - Feb 2013 < 1
Park Ave Securities Woodbury, NY Mar 2007 - Mar 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
Contact Info for Martin E. Levine
Phone Number: 516-300-1617
Registered State(s):
  • CT
  • MA
  • NJ
  • FL
By the Numbers
  • Total Assets Under Management
    99
    MILLIONS
  • Total Number of Accounts
    522
    ACCOUNTS
  • Average Account Value
    $188,697
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

CA, CT, FL, MA, NJ, NY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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