Adviser and broker representative · Next Generation Wealth Planning, LLC
Yale J. Levey
CRD 1847720 · Forked River, NJ
At a glance
Yale J. Levey is an investment adviser representative with Next Generation Wealth Planning, LLC in Forked River, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Yale’s SEC record dates to 2006, about 19 years ago. Yale is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Next Generation Wealth Planning, LLCSince November 2006Forked River, NJ · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2006 (19 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Yale’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.