4thought Financial Group Inc.

4thought Financial Group Inc. (CRD# 162997) is a financial advisory firm headquartered in Syosset, NY. They manage $98,500,000 in 522 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NJ, NY

Financial Advisors at 4thought Financial Group Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Pak-tung Le
CRD#: 3064088
6851 Jericho Turnpike, Suite 120, Syosset, NY 11791
98
Wealthminder
score
Paktung Le (CRD# 3064088) is an Investment Advisor Representative working at 4thought Financial Group Inc. in Syosset, NY and has over 13 years of experience in the finance industry.
2
Martin E. Levine
CRD#: 1281040
6851 Jericho Turnpike, Suite 120, Syosset, NY 11791
96
Wealthminder
score

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.

3
Gerald Iris
CRD#: 5103155
6851 Jericho Turnpike, Suite 120, Syosset, NY 11791
93
Wealthminder
score

Gerald Iris (CRD# 5103155) is an Investment Advisor Representative working at 4thought Financial Group Inc. in Syosset, NY and has over 11 years of experience in the finance industry.

4
Brian C. Mackey
CRD#: 1042992
6851 Jericho Tpke Ste 120, Syosset, NY 11791
83
Wealthminder
score

Brian Mackey (CRD# 1042992) is an Investment Advisor Representative working at 4thought Financial Group Inc. in Syosset, NY and has over 18 years of experience in the finance industry.

5
Jesse B. Mackey
CRD#: 4646885
6851 Jericho Turnpike, Suite 120, Syosset, NY 11791
73
Wealthminder
score

Jesse Mackey (CRD# 4646885) is an Investment Advisor Representative working at 4thought Financial Group Inc. in Syosset, NY and has over 14 years of experience in the finance industry.

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