Yale J Levey

Current Employers

Employment History

• 05/1997 → Present
  Osaic Wealth, Inc. F/K/A Royal Alliance Associates, Inc.
  Cedar Knolls, NJ
• 08/2006 → Present
  Next Generation Wealth Planning, Llc
  Manalapan, NJ
• 10/2013 → Present
  Main Street Philanthropy Ambassador
  Manalapan, NJ

Other Businesses

1. YALE LEVEY/ NEXT GENERATION WEALTH PLANNING, LLC, REGISTRANT IS A LICENSED LIFE, HEALTH, PROPERTY AND CASUALTY INS PRODUCER, NOT INV. REL.,198 ROUTE 9 NORTH STE 205A MANALAPAN, NJ 07726, STARTED THIS ACTIVITY: APPROXIMATELY 1990,10 HR/MO, 2.5 HR/TD, I PROVIDE LIFE, HEALTH AND PROPERTY AND CASUALTY INS TO CLIENTS. 2. THE REGISTRANT IS A 100% OWNER AND MANAGING MEMBER OF AN RIA, NEXT GENERATION WEALTH PLANNING, LLC. RIA PROVIDES INV. ADV., FINL PLANNING, AND CONSULTATIVE SERVICES. NEXT GENERATION WEALTH PLANNING, LLC IS THE REGISTRANT'S DBA NAME, INCLUDING INV. AND NON-INV.-REL. ACTIVITIES. FULL-TIME POS. ENTITY FORMATION WAS 8/2006. ADDR. IS 198 ROUTE 9 NORTH STE 205A, MANALAPAN, NJ 07726. 3. THE REGISTRANT WAS A FEATURED ADVISOR AND WAS INTERVIEWED THROUGHOUT THE BOOK; "THE TRUST EQUATION: THE SAVVY INVESTOR'S GUIDE TO SELECTING A COMPETENT, ETHICAL FINL ADVISOR". THE REGISTRANT MAY, ON OCCASION, GIVE OUT THE BOOK AS A GIFT. HE DOES NOT USE THIS BOOK AS SALES LITERATURE OR ADVERTISING. 4. YALE LEVEY/ NEXT GENERATION WEALTH PLANNING, LLC, NOT INV. REL., I CO-AUTHORED A BOOK CALLED "HAPPILY EVER AFTER" THAT I OCCASIONALLY GIVE AWAY AS A GIFT, 198 ROUTE 9 NORTH STE 205A, MANALAPAN, NJ 07726, OWNER, STARTED THIS ACTIVITY: 2006, 0 HR/MO, 0 HR/TD, I CO-AUTHORED A BOOK ENTITLED "HAPPILY EVER AFTER". INVOLVEMENT IS LIMITED TO THE WRITING OF A CHAPTER FOCUSING ON THE TAX BENEFITS OF CHARITABLE PLANNING. I WILL NOT BE USING THIS BOOK AS SALES LITERATURE OR ADVERTISING. 5. GATEWAY FOR GOOD, PBC POS: President/co-owner NATURE: Public Benefit Corp.. INV. REL.: No HRS.: 50 SEC TRADING HRS.: 20 START: 09/26/2016 ADDR.: 3451 Via Montebello, Unit 192-515, Carlsbad CA 92009, DESC.: I am a co-founder and owner of this company and as such, will be involved in all aspects of the company. Duties will include both program/product creation and deployment, training of staff, marketing, sales, and entity management, and other roles. 6. VICKI LEVEY WILDSTEIN TESTAMENTARY TRUST POS: co-ttee NATURE: This is a testamentary trust set up under my father's will INV. REL.: Yes HRS.: 1 SEC TRADING HRS.: 1 START: 11/02/2021 ADDR.: 198 Rt. 9 North, Ste 205, Manalapan NJ 07726, DESC.: I am a co-ttee on a trust set up under my father's will for the benefit of my mother as income benif. My brothers and I are remainder beneficiaries of this rel. trust. 7. BRYAN H. LEVEY IRREVOCABLE LIFE INS TRUST POS: Ttee NATURE: Irrev Life Ins Trust (family/rel.) INV. REL.: Yes HRS.: 0 SEC TRADING HRS.: 0 START: 11/27/2018 ADDR.: 198 Route 9 North, Ste 205, Manalapan NJ 07726, DESC.: My brother named me ttee of his irrev life ins trust. 8. MAIN STREET PHILANTHROPY ACADEMY AMBASSADOR POS: Ambassador/Teacher NATURE: Main St. Philanthropy is a 501c3 charity INV. REL.: No HRS.: 10 SEC TRADING HRS.: 3 START: 10/11/2013 ADDR.: 90 Talmage Road, Mendham NJ 07945, DESC.: As an ambassador of Main St. Philanthropy, teaching a program consisting of 10 weeks of classes in giving and philanthropy, primarily to high school students. 9. PERSONAL RENTAL REAL ESTATE POS: Home Owner NATURE: I bought a second home owned individually (not in a corp.) and am collecting rental income INV. REL.: Yes HRS.: 2 SEC TRADING HRS.: 0 START : 07/15/2024 ADDR.: 245 Shaw Mansion Rd, Waterbury Center VT 05677, DESC.: purchased a 2nd home that I am collecting rental income on via Airbnb and/or a full-time rental. 10. YALE LEVEY POS: POA for my brother NATURE: Individual INV. REL.: Yes HRS.: 2 SEC TRADING HRS.: 0 START : 07/23/2025 ADDR.: 90 Talmage Road, Mendham NJ 07945, DESC.: Taking on the role of POA for my ill brother to help him manage his affairs 11. YALE LEVEY POS: home owner NATURE: Personal rental real estate owned personally INV. REL.: Yes NUMBER OF HRS.: 1 SEC TRADING HRS.: 0 START: 07/15/2024 ADDR.: 245 Shaw Mansion Road, Waterbury Center VT 05677, United States DESC.: I have a full time tenant on one side of my home and occasionally Airbnb my other side when not living there myself

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-11-02

Designations