Advisors at this firm
Daniel M
Series 65
Syosset, NY
4Thought Financial Group Inc.
Daniel Mackey is a financial advisor with 7 years of industry experience, currently with 4Thought Financial Group Inc. He holds a Series 65 designation and previously worked at American Portfolios Financial Services, Inc. from 2012 to 2017. 4Thought Financial Group provides portfolio management and financial planning to a diverse client base, including individual investors, family offices, trusts, pension plans, corporations, non-profits, and other registered investment advisers. The firm employs a Multi-Method Investing® framework and Risk Premium Capital Allocation to offer model-driven and customizable investment strategies, combining active research and publishing with advisory services.
Jesse M
Series 63, Series 66
Syosset, NY
4Thought Financial Group Inc.
Jesse Mackey is a financial advisor at 4Thought Financial Group Inc. in Syosset, NY, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with 4Thought Financial Group since 2012. In addition to his advisory role, Mackey contributes freelance writing to economics and investment-related publications. 4Thought Financial Group provides portfolio management and financial planning services to a diverse client base, including individual investors, family offices, trusts, pension plans, corporations, and non-profit organizations. The firm employs its Multi-Method Investing® framework and Risk Premium Capital Allocation to offer customizable investment strategies and supports other advisors through sub-advisory and solicitation arrangements.
Martin L
ChFC®, Series 63
Syosset, NY
4Thought Financial Group Inc.
Martin Levine is a financial advisor with 40 years of industry experience, currently serving at 4Thought Financial Group Inc. since 2012. He holds the ChFC® and Series 63 designations and previously worked at American Portfolios Financial Services, Inc. from 2012 to 2017. Levine is the author of the Widow's Survival Guide and serves on the board of directors of Meir Panim, an Israel-based charity. 4Thought Financial Group provides portfolio management and financial planning services to a diverse client base including individuals, family offices, pension plans, corporations, and non-profit organizations. The firm employs its Multi-Method Investing® framework and Risk Premium Capital Allocation to deliver model-driven SMAs, customizable liability-driven accounts, and tactical strategies using ETFs, mutual funds, securities, and algorithmic allocations.
Maciej P
Series 65
Syosset, NY
4Thought Financial Group Inc.
Maciej Pawlowski is a financial advisor at 4Thought Financial Group Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Royalton Partners SA and ImmoFinRE AIFM. 4Thought Financial Group provides portfolio management and financial planning services to a diverse client base including individual investors, family offices, pension plans, corporations, and non-profit organizations. The firm employs a Multi-Method Investing® framework and offers model-driven separately managed accounts as well as customizable strategies, combining active research and publishing with its advisory practice.
James A
Series 66
Miami Shores, FL
4Thought Financial Group Inc.
James Anderer is a financial advisor at 4Thought Financial Group Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at Principal Securities, Principal Life Insurance, and Automatic Manufacturing Systems, Inc. Outside of his advisory role, he is the owner and creative director of Mega Code LLC, a consulting firm focused on marketing and brand services for various clients, and serves as a fractional Chief Marketing Officer for Automatic Manufacturing Systems, Inc. 4Thought Financial Group provides portfolio management and financial planning services to a diverse client base including individual investors, family offices, trusts, pension plans, corporations, and nonprofit organizations. The firm employs a Multi-Method Investing® framework and Risk Premium Capital Allocation to offer customizable investment strategies, model-driven separately managed accounts, and supports other advisors through sub-advisory and solicitation arrangements.