Rafael Sosa matos
Investment adviser representative at Level Four Advisory Services
10 yearsExperience
1 stateRegistered in
$6.5BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Level Four Advisory Services, LLCApr 2023 to now
- Level Four Financial, LLCApr 2023 to now
- American FidelitySep 2022 to Mar 2023
- Mutual of Omaha Investor Services, Inc.Oct 2019 to Sep 2022
- Mutual of Omaha Insurance CompanySep 2019 to Sep 2022
- Standard Construction Services, LLC.May 2019 to Sep 2019
- Schlesinger AssociatesNov 2017 to Apr 2018
- Foresters Advisory ServicesAug 2017 to May 2019
- Foresters Financial ServicesOct 2016 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (FL).
Level Four Advisory Services
Legal name: Level Four Advisory Services, LLC
$6.5BAssets managed
15,720Clients
136Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2244039
- Firm CRD
- 134086