# YALE J LEVEY

YALE J LEVEY is an investment adviser representative (IAR) with state registration records since 2006, appearing at 1 firm. Currently registered with NEXT GENERATION WEALTH PLANNING, LLC.

## Registration history (1)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [NEXT GENERATION WEALTH PLANNING, LLC](https://search.stillhousedata.com/firm/141615) | 2006-11-06 | present | Yes |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1847720)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1847720.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing 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.