John Dominic Zaleski

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

• 03/1996 → 10/2022
  Mid-Atlantic Securities, Inc.
  Culpeper, VA
• 10/2022 → Present
  Level Four Financial, Llc
  Dallas, TX
• 10/2014 → Present
  Level Four Advisory Services, Llc
  Dallas, TX

Previous Registrations

• 2004-08-06 → 2022-10-31
  Mid-Atlantic Securities, Inc.
  Culpeper, VA
  Culpeper, VA
• 1997-08-07 → 2004-06-15
  Mai Corporation
  Culpepper, VA

Other Businesses

LEVEL FOUR ADVISORY SERVICES, LLC, INVESTMENT RELATED, SEC REGISTERED INVESTMENT ADVISOR, STARTED 10/24/2022 / INVESTMENT ADVISOR REPRESENTATIVE / MANAGED INVESTMENTS FOR MY CLIENTS / LOCATED AT 12400 COIT ROAD, SUITE 700, DALLAS TX 75251 / DEVOTE APPROXIMATELY 120 HOURS PER MONTH TO ADVISORY BUSINESS DURING TRADING HOURS. MEMBER OF LLC THAT HAVE RENTAL PROPERTIES. NO COMPENSATION TO DATE. STARTED IN 2004. SPEND NO TIME WITH THESE DURING TRADING HOURS. NAMES: PIEDMONT INVESTORS, LOCATED IN CULPEPER, VA. LIFE INSURANCE AGENT SINCE 1995. SPENDS ABOUT 2 HOURS A MONTH AND RECEIVES COMMISSION OF ABOUT $15K A YEAR. IT IS INVESTMENT RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-09-08
• S63 Uniform Securities Agent State Law Examination
  1995-04-05

Other Names

• Jack Zaleski
• John Zaleski