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Chief Financial Officer, Investor Relations Officer, Shareholder · 4thought Financial Group Inc.

Daniel R. Mackey

CRD 6101925 · Named on Form ADV at one SEC-registered adviser

At a glance

4thought Financial Group Inc., an SEC-registered wealth manager based in Syosset, NY with $214 million in regulatory assets, lists Daniel R. Mackey on its Form ADV as Chief Financial Officer, Investor Relations Officer, Shareholder, a control person.

Firms and roles

  • 4thought Financial Group Inc.Chief Financial Officer, Investor Relations Officer, ShareholderWealth manager · Syosset, NY · $214M in regulatory assets

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Jesse B. MackeyChief Executive Officer, Chief Compliance Officer, Chief Investment Officer, Shareholder, 4thought Financial Group Inc.
  • Martin E. LevineChief Marketing Officer, Shareholder, 4thought Financial Group Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.