Yale J. Levey
Professional summary
Yale J Levey, CFP® is a registered financial advisor currently at NEXT GENERATION WEALTH PLANNING, LLC located in Forked River, New Jersey and OSAIC WEALTH, INC. located in Forked River, 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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Yale J Levey's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1993
Experience
November 6, 2006 - Present
NEXT GENERATION WEALTH PLANNING, LLC
Office #1: 1041 West Lacey Rd 2nd Floor, Forked River, NJ 08731May 5, 1997 - Present
OSAIC WEALTH, INC.
Office #1: Next Generation Wealth Planning 1041 W Lacey Rd 2nd Fl, Forked River, NJ, 08731December 1, 2011 - September 17, 2013
OSAIC WEALTH, INC.
October 19, 1988 - May 15, 1997
J. B. HANAUER & CO.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/15/1997)
(5/5/1997)
(6/15/2011)
(5/5/1997)
(1/26/2022)
(1/3/2006)
(1/9/2006)
(5/5/1997)
(3/28/2025)
(12/15/2025)
(5/5/1997)
(11/6/2006)
(5/5/1997)
(11/23/2010)
(5/5/1997)
(11/1/2018)
(7/19/2016)
(9/13/2016)
(12/15/2023)
(5/3/2011)
(3/22/2000)
(6/1/2017)
Exams
FINRA
Current Firm
NEXT GENERATION WEALTH PLANNING, LLC
CRD#: 141615 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 137 |
| AUM (Assets Under Management) | $ 42,644,936 |
Red Flags
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Company Information
NEXT GENERATION WEALTH PLANNING, LLC
CRD#: 141615Forked River, NJ 08731TRUST BUT VERIFY
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