4Sight Advisors LLC

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Client assets under management

$12,733,987

Clients

149

6% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$85,463

About

4Sight Advisors serves individual clients — including high‑net‑worth individuals — as well as corporate and business entities, offering ongoing portfolio management and financial planning tailored to client goals and risk tolerance. The firm typically manages accounts on a discretionary basis and documents client objectives and constraints in an Investment Policy Statement.

The firm’s investment process draws on cyclical, fundamental, modern portfolio theory and quantitative analysis and may employ a wide range of instruments, including mutual funds, fixed income, ETFs, equities, annuities, options, short sales and margin transactions. 4Sight constructs model or customized portfolios, monitors positions regularly, and provides one‑time financial planning engagements as part of its service mix.

A distinctive feature for a firm of this size is its involvement with pooled investment vehicles — specifically venture capital funds, private placements and real estate funds (including REITs) — and the management of those positions in‑house rather than through third‑party managers. 4Sight also requires clients to custody assets with Interactive Brokers LLC or Charles Schwab Advisor Services, arrangements that provide access to institutional trading, research and platform services.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Real estate investing Annuities Private / alternative investments

Fee options

Fixed

$2,500 to $5,000 for financial planning services

Percentage

$0 - $999,999: 1.50% $1,000,000 - $2,999,999: 1.35% $3,000,000 - $4,999,999: 1.15% $5,000,000 - And Up: 1.00%

Project-based

$250 to $500 per hour for financial planning services

Main office location

4Sight Advisors LLC

Nyack NY, United States

Number of offices

Most active in

New York · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 646-275-2318

Advisors at this firm

Joe S

Series 63, Series 66

Nyack, NY

4Sight Advisors LLC

Joe Solan is a financial advisor with 24 years of industry experience, currently affiliated with 4Sight Advisors LLC. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Advisors and The Confluent Group. Outside of advising, Solan is the founder and CEO of Prepsta, Inc., a company that develops educational apps, and serves as an unpaid board member on two nonprofit organizations. 4Sight Advisors serves individual and high-net-worth clients as well as business entities, offering discretionary portfolio management and financial planning. The firm employs a combination of cyclical, fundamental, modern portfolio theory, and quantitative analysis, utilizing a range of trading strategies and alternative investment structures.

Options & derivatives strategies Real estate investing Annuities Private / alternative investments

Benjamin T

Series 63, Series 65, Series 66

Nyack, NY

4Sight Advisors LLC

Benjamin Thomas is a financial advisor at 4Sight Advisors LLC with two years of industry experience. He holds the Series 63, 65, and 66 licenses. His prior work includes roles at AscendLearning LLC, Harrington ED, MML Investors Services Inc, and Mass Mutual. 4Sight Advisors serves individual and high-net-worth clients as well as business entities, providing discretionary portfolio management and financial planning. The firm employs a multifaceted investment approach that includes cyclical, fundamental, modern portfolio theory, and quantitative analysis, utilizing a broad range of trading strategies and alternative investments.

Options & derivatives strategies Real estate investing Annuities Private / alternative investments

Gamal W

Series 63, Series 65

Nyack, NY

4Sight Advisors LLC

Gamal Walker is a financial advisor with 6 years of industry experience, currently with 4Sight Advisors LLC. He holds Series 63 and Series 65 licenses and has previously worked at HSBC Bank and Dataminr. He is also a co-founder of a beauty and wellness technology company that is developing an application. 4Sight Advisors serves individual and high-net-worth clients as well as business entities, providing discretionary portfolio management and financial planning. The firm employs a varied investment approach that includes cyclical, fundamental, and quantitative analysis, utilizing a broad range of instruments and active trading strategies.

Options & derivatives strategies Real estate investing Annuities Private / alternative investments

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