# 4THOUGHT FINANCIAL GROUP INC.

4THOUGHT FINANCIAL GROUP INC. of SYOSSET, NY is an SEC-registered investment adviser.

## Registration

- CRD: 162997
- Type: SEC-registered investment adviser
- SEC file number: 801-74692
- Location: 6851 JERICHO TURNPIKE, SUITE 120, SYOSSET, NY, 11791
- Phone: 516-300-1617
- Latest filing: 2026-01-05
- Regulatory AUM: $214.3M
- Discretionary AUM: $208.9M
- Non-discretionary AUM: $5.4M
- Clients: 6
- Accounts: 869

## Business model

- Compensation: % of AUM, Hourly, Fixed, Subscription
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Jesse Brian Mackey | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, SHAREHOLDER | — |
| Martin Elliot Levine | CHIEF MARKETING OFFICER, SHAREHOLDER | — |
| Daniel Richard Mackey | CHIEF FINANCIAL OFFICER, INVESTOR RELATIONS OFFICER, SHAREHOLDER | — |
| MACKEY JESSE BRIAN | CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, SHAREHOLDER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, SHAREHOLDER | — |
| LEVINE MARTIN ELLIOT | CHIEF FINANCIAL OFFICER, SHAREHOLDER; CHIEF MARKETING OFFICER, SHAREHOLDER | — |
| MACKEY BRIAN CRAIG | CHAIRMAN, SHAREHOLDER; CHIEF EXECUTIVE OFFICER, SHAREHOLDER | — |
| MACKEY DANIEL RICHARD | CHIEF FINANCIAL OFFICER, INVESTOR RELATIONS OFFICER, SHAREHOLDER; INVESTOR RELATIONS OFFICER, SHAREHOLDER | — |
| Duvally Michael Cardone | OPERATIONS OFFICER, SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/162997/brochure
- Similar advisers: https://search.stillhousedata.com/firm/162997/similar
- Related entities: https://search.stillhousedata.com/firm/162997/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/162997

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.