Martin Levine has been Chief Marketing Officer, Shareholder of 4Thought Financial Group since December 2010, is a control person of the firm and directly owns between 25% and 50% of it. Martin Levine holds a BBA from the University of Miami and an MBA from St. Johns 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.
Martin E. Levine is Chief Marketing Officer and a shareholder of 4Thought Financial Group. He coordinates all aspects of a client's financial life as part of holistic financial planning, working with the client's other advisors. He started his career with Cigna Financial Advisors, successor of the Estate & Business Succession Division of Connecticut General Life Insurance Company, and is the author of the Widow's Survival Guide, published in 1998.
Martin Levine’s longest registration is the current one, 14 years at 4Thought Financial Group since 2012. Before joining 4Thought Financial Group in 2012, Martin Levine was registered through American Portfolios Advisors, Inc and Park Avenue Securities LLC.
- – present · 14 yearsSyosset, NY · Adviser representative · Firm CRD 162997
- American Portfolios Advisors, Inc– · under a yearHolbrook, NY · Adviser representative · Firm CRD 112697
- Park Avenue Securities LLC– · 4 yearsWoodbury, NY · Adviser representative · Firm CRD 46173
Professional designations
Listed by 4Thought Financial Group
- Certified Public Accountant (CPA)
- Chartered Financial Consultant (ChFC)
- Chartered Advisor in Philanthropy (CAP)
Investment adviser representative registrations
Martin Levine is registered as an investment adviser representative in 5 states. The first approvals date from July 2012; the most recent is New York, in August 2021.
- ConnecticutSince 9 December 2015
- FloridaSince 30 May 2014
- MassachusettsSince 30 January 2017
- New JerseySince 6 July 2012
- New YorkSince 26 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 18 December 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 August 1984 |
| Series 22 | Direct Participation Programs Representative Examination | 10 August 1984 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 July 1984 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Martin Elliot Levine
- CRD
- 1281040
- Firm
- 4Thought Financial Group · CRD 162997
- Role
- Chief Marketing Officer, Shareholder
- Office
- 6851 JERICHO TURNPIKE, SUITE 120, Syosset, NY 11791
- Registration
- Investment adviser registration
- In the industry since
- January 1986
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- 4tfg.com
Where does Martin Levine work?
Martin Levine has been Chief Marketing Officer, Shareholder of 4thought Financial Group Inc. since December 2010, and is a control person of the firm.
Is Martin Levine a financial advisor?
Yes. Martin Levine has a current investment-adviser registration in Connecticut, Florida, Massachusetts, New Jersey and New York, through 4Thought Financial Group since July 2012.
How many years of experience does Martin Levine have?
Martin Levine has 40 years in the financial industry, since January 1986, across 3 adviser firms.
What exams has Martin Levine passed?
Martin Levine has passed 4 licensing exams: the Series 6, Series 63, Series 22 and Series 7. The earliest, the Series 6, was passed in July 1984. FINRA credited Martin Levine with the SIE, which began in October 2018.
Where did Martin Levine work before 4Thought Financial Group?
Before 4Thought Financial Group, Martin Levine was registered through Park Avenue Securities LLC, March 2007 to March 2012.
Where is Martin Levine based?
Martin Levine’s registered office is in Syosset, NY.
Is Martin Levine registered with FINRA?
No. Martin Levine has no current broker registration.
How can I verify Martin Levine’s record?
Search CRD 1281040 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Martin Levine’s full registration record.
