Brian Early
Brian Early is a CFP-designated registered investment advisor at Level Four Advisory Services, based in Great Neck, NY, with 33 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Education Planning, and 8 more. Their firm serves 15,720 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum fee is generally 2.50% across programs, but varies by specific program and strategy. Fees are negotiable.
Fee Estimator
Location
98 Cutter Mill Road, Suite 273 South, Great Neck, NY, 11021
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is an Investment Advisor Representative at Level Four Advisory Services, LLC, dedicating nearly full-time hours to this role. Brian is also an insurance agent selling life, disability, fixed, and variable insurance products, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Level Four Advisory Services
Level Four Financial, LLCBroker
Previous Registrations
Mid-Atlantic Securities, INC.
Mid-Atlantic Securities, INC.Broker
Robert Thomas Securities, INCBroker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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