4thought Financial Group Inc.

4thought Financial Group Inc. (CRD# 162997) is a financial advisory firm headquartered in Syosset, NY. They manage $85,036,838 in 644 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    644
    ACCOUNTS
  • Average Account Value
    $132,045
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.

AZ, CA, CT, DE, FL, MA, NJ, NY, SC, TN

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
Michael F. Egan
CRD#: 4045252
6851 Jericho Turnpike, Suite 120, Syosset, NY 11791
96
Wealthminder
score

Michael Egan (CRD# 4045252) is an Investment Advisor Representative working at 4thought Financial Group Inc. in Syosset, NY and has over 16 years of experience in the finance industry. Michael Egan 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.

3
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 32 years of experience in the finance industry.

4
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 10 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 13 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.