Daniel Mackey has been Chief Financial Officer, Investor Relations Officer, Shareholder of 4Thought Financial Group since June 2020, is a control person of the firm and directly owns between 25% and 50% of it. Daniel Mackey holds a Bachelor's degree in Accounting from Quinnipiac University.
4thought Financial Group Inc. is a Syosset, NY firm with $214M under management, 344 clients and 5 advisers in one office, as of its January 2026 filing.
Daniel Mackey is Chief Financial Officer/ Investor Relations Officer and a shareholder of 4Thought Financial Group Inc. As an Investment Adviser Representative, he participates in a team approach to investment advisory services for institutions, individuals, business owners and professionals. He also assists the Investment Committee and CIO with the implementation of portfolio management algorithms in client accounts.
- – present · 8 yearsSyosset, NY · Adviser representative · Firm CRD 162997
Investment adviser representative registrations
Daniel Mackey is registered as an investment adviser representative in 6 states. The first approvals date from April 2018; the most recent is New York, in August 2021.
- CaliforniaSince 16 December 2020
- ConnecticutSince 30 April 2018
- FloridaSince 11 May 2018
- MassachusettsSince 8 December 2020
- New JerseySince 2 May 2018
- New YorkSince 31 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 April 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Daniel Richard Mackey
- CRD
- 6101925
- Firm
- 4Thought Financial Group · CRD 162997
- Role
- Chief Financial Officer, Investor Relations Officer, Shareholder
- Office
- 6851 JERICHO TURNPIKE, SUITE 120, Syosset, NY 11791
- Registration
- Investment adviser registration
- In the industry since
- April 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- 4tfg.com
Where does Daniel Mackey work?
Daniel Mackey has been Chief Financial Officer, Investor Relations Officer, Shareholder of 4thought Financial Group Inc. since June 2020, and is a control person of the firm.
Is Daniel Mackey a financial advisor?
Yes. Daniel Mackey has a current investment-adviser registration in California, Connecticut, Florida, Massachusetts, New Jersey and New York, through 4Thought Financial Group since April 2018.
How many years of experience does Daniel Mackey have?
Daniel Mackey has 8 years in the financial industry, since April 2018, across 1 adviser firm.
What exams has Daniel Mackey passed?
Daniel Mackey passed the Series 65 in April 2018.
Where is Daniel Mackey based?
Daniel Mackey’s registered office is in Syosset, NY.
Is Daniel Mackey registered with FINRA?
No. Daniel Mackey has no current broker registration.
How can I verify Daniel Mackey’s record?
Search CRD 6101925 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Mackey’s full registration record.
