Kerry Constantine Geaneas

Employer firm

Level Four Advisory Services CRD 134086

$6.54B regulatory AUM 98 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2005 → 07/2022
  Cantella & Co., Inc
  Boston, MA
• 07/2022 → Present
  Level Four Financial, Llc
  Dallas, TX
• 07/2022 → Present
  Level Four Advisory Services, Llc
  Dallas, TX

Previous Registrations

• 2005-06-16 → 2022-10-20
  Cantella & Co., Inc.
  Ormond Beach, FL
• 2003-06-06 → 2005-06-17
  Gunnallen Financial, Inc
  Daytona Beach, FL
• 2003-03-14 → 2003-06-10
  Raymond James Financial Services, Inc.
  Ormond Beach, FL
• 2000-09-22 → 2002-12-20
  Ubs Financial Services Inc.
  Daytona Beach, FL

Other Businesses

1.INDEPENDENT INSURANCE AGENTSALES OF FIXED ANNUITIES, ORMOND BEACH FLORIDA, INSURANCE MAY BE OFFERED THROUGH LEVEL FOUR INSURANCE, APPROXIMATELY 5 HOURS PER MONTH DURING TRADING HOURS DEVOTED TO THIS ENTITY, STARTED 10/2022. 2.LEVEL FOUR ADVISORY SERVICES, LLC, DALLAS, TEXAS, AN SEC REGISTERED INVESTMENT ADVISOR, STARTED 10/2022, INVESTMENT ADVISORY SERVICES, APPROXIMATELY 160 HOURS PER MONTH DEVOTED TO THIS ENTITY. 3.WALL STREET FINANCIAL ADVISORS - THIS IS THE ENTITY THAT I AM DOING SECURITIES AND ADVISORY BUSINESS THROUGH AS MY (DBA). SECURITIES ARE OFFERED THROUGH LEVEL FOUR FINANCIAL AND ADVISORY SERVICES ARE OFFERED THROUGH LEVEL FOUR ADVISORY SERVICES. APPROXIMATELY 160 HOURS PER MONTH ARE DEVOTED TO THIS ENTITY. I AM THE SOLE OWNER OF THIS ENTITY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-08-22
• S63 Uniform Securities Agent State Law Examination
  1993-11-17