Yale J. Levey
NEXT GENERATION WEALTH PLANNING
Manalapan, NJ 07726
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CRD#: 1847720
Professional summary
Yale J Levey, CFP® is a registered financial advisor currently at NEXT GENERATION WEALTH PLANNING, LLC located in Manalapan, New Jersey and OSAIC WEALTH, INC. located in Manalapan, New Jersey.
Yale is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Yale has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Insurance Planning
Long-term Care
Socially Responsible Investing
Inheritance
Life Transitions
Small Business Planning
Comprehensive Financial Planni...
Business Succession Planning
Retirement Planning
Investment Planning
Tax Planning
Estate Planning
Retirement Income Management
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. YALE LEVEY/ NEXT GENERATION WEALTH PLANNING, LLC, REGISTRANT IS A LICENSED LIFE, HEALTH, PROPERTY AND CASUALTY INS PRODUCER, NOT INV. REL.,198 ROUTE 9 NORTH STE 205A MANALAPAN, NJ 07726, STARTED THIS ACTIVITY: APPROXIMATELY 1990,10 HR/MO, 2.5 HR/TD, I PROVIDE LIFE, HEALTH AND PROPERTY AND CASUALTY INS TO CLIENTS. 2. THE REGISTRANT IS A 100% OWNER AND MANAGING MEMBER OF AN RIA, NEXT GENERATION WEALTH PLANNING, LLC. RIA PROVIDES INV. ADV., FINL PLANNING, AND CONSULTATIVE SERVICES. NEXT GENERATION WEALTH PLANNING, LLC IS THE REGISTRANT'S DBA NAME, INCLUDING INV. AND NON-INV.-REL. ACTIVITIES. FULL-TIME POS. ENTITY FORMATION WAS 8/2006. ADDR. IS 198 ROUTE 9 NORTH STE 205A, MANALAPAN, NJ 07726. 3. THE REGISTRANT WAS A FEATURED ADVISOR AND WAS INTERVIEWED THROUGHOUT THE BOOK; "THE TRUST EQUATION: THE SAVVY INVESTOR'S GUIDE TO SELECTING A COMPETENT, ETHICAL FINL ADVISOR". THE REGISTRANT MAY, ON OCCASION, GIVE OUT THE BOOK AS A GIFT. HE DOES NOT USE THIS BOOK AS SALES LITERATURE OR ADVERTISING. 4. YALE LEVEY/ NEXT GENERATION WEALTH PLANNING, LLC, NOT INV. REL., I CO-AUTHORED A BOOK CALLED "HAPPILY EVER AFTER" THAT I OCCASIONALLY GIVE AWAY AS A GIFT, 198 ROUTE 9 NORTH STE 205A, MANALAPAN, NJ 07726, OWNER, STARTED THIS ACTIVITY: 2006, 0 HR/MO, 0 HR/TD, I CO-AUTHORED A BOOK ENTITLED "HAPPILY EVER AFTER". INVOLVEMENT IS LIMITED TO THE WRITING OF A CHAPTER FOCUSING ON THE TAX BENEFITS OF CHARITABLE PLANNING. I WILL NOT BE USING THIS BOOK AS SALES LITERATURE OR ADVERTISING. 5. GATEWAY FOR GOOD, PBC POS: President/co-owner NATURE: Public Benefit Corp.. INV. REL.: No HRS.: 50 SEC TRADING HRS.: 20 START: 09/26/2016 ADDR.: 3451 Via Montebello, Unit 192-515, Carlsbad CA 92009, DESC.: I am a co-founder and owner of this company and as such, will be involved in all aspects of the company. Duties will include both program/product creation and deployment, training of staff, marketing, sales, and entity management, and other roles. 6. VICKI LEVEY WILDSTEIN TESTAMENTARY TRUST POS: co-ttee NATURE: This is a testamentary trust set up under my father's will INV. REL.: Yes HRS.: 1 SEC TRADING HRS.: 1 START: 11/02/2021 ADDR.: 198 Rt. 9 North, Ste 205, Manalapan NJ 07726, DESC.: I am a co-ttee on a trust set up under my father's will for the benefit of my mother as income benif. My brothers and I are remainder beneficiaries of this rel. trust. 7. BRYAN H. LEVEY IRREVOCABLE LIFE INS TRUST POS: Ttee NATURE: Irrev Life Ins Trust (family/rel.) INV. REL.: Yes HRS.: 0 SEC TRADING HRS.: 0 START: 11/27/2018 ADDR.: 198 Route 9 North, Ste 205, Manalapan NJ 07726, DESC.: My brother named me ttee of his irrev life ins trust. 8. MAIN STREET PHILANTHROPY ACADEMY AMBASSADOR POS: Ambassador/Teacher NATURE: Main St. Philanthropy is a 501c3 charity INV. REL.: No HRS.: 10 SEC TRADING HRS.: 3 START: 10/11/2013 ADDR.: 90 Talmage Road, Mendham NJ 07945, DESC.: As an ambassador of Main St. Philanthropy, teaching a program consisting of 10 weeks of classes in giving and philanthropy, primarily to high school students. 9. PERSONAL RENTAL REAL ESTATE POS: Home Owner NATURE: I bought a second home owned individually (not in a corp.) and am collecting rental income INV. REL.: Yes HRS.: 2 SEC TRADING HRS.: 0 START : 07/15/2024 ADDR.: 245 Shaw Mansion Rd, Waterbury Center VT 05677, DESC.: purchased a 2nd home that I am collecting rental income on via Airbnb and/or a full-time rental. 10. YALE LEVEY POS: POA for my brother NATURE: Individual INV. REL.: Yes HRS.: 2 SEC TRADING HRS.: 0 START : 07/23/2025 ADDR.: 90 Talmage Road, Mendham NJ 07945, DESC.: Taking on the role of POA for my ill brother to help him manage his affairs 11. YALE LEVEY POS: home owner NATURE: Personal rental real estate owned personally INV. REL.: Yes NUMBER OF HRS.: 1 SEC TRADING HRS.: 0 START: 07/15/2024 ADDR.: 245 Shaw Mansion Road, Waterbury Center VT 05677, United States DESC.: I have a full time tenant on one side of my home and occasionally Airbnb my other side when not living there myself
CRS (Client Relationship Summary) - RIA
Click below to view Yale J Levey's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1993
Experience
Current
November 6, 2006 - Present
NEXT GENERATION WEALTH PLANNING, LLC
Office #1: 198 Route 9 North Suite 205, Manalapan, NJ 07726RIA
CRD#: 141615
Manalapan, NJ
Current
May 5, 1997 - Present
OSAIC WEALTH, INC.
Office #1: Next Generation Wealth Planning 198 Route 9 North, Ste 205a, Manalapan, NJ 07726RIA
BD
CRD#: 23131
Manalapan, NJ
Past
December 1, 2011 - September 17, 2013
OSAIC WEALTH, INC.
RIA
CRD#: 23131
ROSELAND, NJ
Past
October 19, 1988 - May 15, 1997
J. B. HANAUER & CO.
BD
CRD#: 6958
PARSIPPANY, NJ
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(5/15/1997)
RR
Connecticut(5/5/1997)
RR
Delaware(6/15/2011)
RR
Florida(5/5/1997)
RR
Georgia(1/26/2022)
RR
Indiana(1/3/2006)
RR
Maine(1/9/2006)
RR
Maryland(5/5/1997)
RR
Massachusetts(3/28/2025)
RR
New Jersey(5/5/1997)
IAR
New Jersey(11/6/2006)
RR
New York(5/5/1997)
RR
Ohio(11/23/2010)
RR
Pennsylvania(5/5/1997)
RR
South Dakota(11/1/2018)
RR
Texas(7/19/2016)
IAR
Texas(9/13/2016)
RR
Utah(12/15/2023)
RR
Vermont(5/3/2011)
RR
Virginia(3/22/2000)
RR
Washington(6/1/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
NG
NEXT GENERATION WEALTH PLANNING, LLC
NEXT GENERATION WEALTH PLANNING, LLC
CRD#: 141615 / SEC#:
New Jersey
Registered Investment Advisory firm - (11/6/2006 Approved)Texas
Registered Investment Advisory firm - (9/12/2016 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
198 Route 9 North Suite 205, Manalapan, NJ 07726
Mailing Address
Phone number
(732) 409-7232
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 137 |
| AUM (Assets Under Management) | $ 42,644,936 |
Red Flags
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