Daniel Richard Mackey
Investment adviser representative at 4thought Financial Group Inc.
14 yearsExperience
6 statesRegistered in
$214.3MFirm assets
14 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 assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- 4thought Financial Group Inc.May 2012 to now
- American Portfolios Financial Services, Inc.Jul 2012 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 6 states (CA, CT, FL, MA, NJ, NY).
4thought Financial Group Inc.
$214.3MAssets managed
344Clients
5Advisers
14 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
- 6101925
- Firm CRD
- 162997