Joshua Thomas Foley
Investment adviser representative at Level Four Advisory Services
11 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
11 years in the industry.
- Level Four Advisory Services, LLCNov 2025 to now
- Level Four Financial, LLCJan 2025 to now
- Indianwood Golf & Country ClubMay 2024 to now
- Rebo Lighting & ElectronicsMay 2022 to Aug 2023
- Leo's Coney IslandOct 2021 to May 2024
- Subway FranchiseDec 2017 to Aug 2021
- StudentJan 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 8023531
- Firm CRD
- 134086