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Wesley C
Series 66
Bradenton, FL
Level Four Advisory Services
Wesley Choate III is a financial advisor at Level Four Advisory Services with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years. Choate serves as a School Board member for the Manatee County School District, where he oversees the superintendent and helps establish the district's budget. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, typically implementing client mandates through model portfolios and a combination of firm-sponsored wrap platforms and unaffiliated sub-advisors.
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