4Sight Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$12,733,987
Clients
149
Advisors
3
across 2 offices
About
4Sight Advisors serves individual and high‑net‑worth clients as well as corporations and business entities, providing ongoing portfolio management, financial planning and advice on 529 college savings plans. The firm’s investment universe includes mutual funds, equities, fixed income, ETFs and annuities and, notably, pooled investment vehicles such as real estate funds, venture capital funds and private placements.
The firm constructs an Investment Policy Statement for each client, typically operates with discretionary trading authority, and conducts regular monitoring and quarterly reviews. Its methods of analysis include cyclical, fundamental, modern portfolio theory and quantitative approaches, and it may employ long‑ and short‑term trading, margin, options and short sales to implement portfolios.
Compared with many peers, 4Sight advises on pooled investment vehicles — a service less common for similarly sized registered advisers — and manages client assets in‑house rather than selecting third‑party managers. The firm requires custody at Interactive Brokers or Charles Schwab and receives institutional services from those custodians, and the brochure discloses that a firm principal conducts commissionable insurance sales, a potential conflict of interest the firm discloses.
Client services
Expertise
Fee options
$2,500 to $5,000 fixed fee for financial planning
$0 - $999,999: 1.50% $1,000,000 - $2,999,999: 1.35% $3,000,000 - $4,999,999: 1.15% $5,000,000+: 1.00%
$250 to $500 per hour
Main office
See officeNyack NY
Advisors at this office
2
Offices (2)
Most active in
New Jersey · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Joe S
Series 63, Series 66
Nyack, NY
4Sight Advisors LLC
Joe Solan is a financial advisor with 24 years of industry experience, currently affiliated with 4Sight Advisors LLC. He holds Series 63 and Series 66 licenses and has worked previously with RealFi Home Funding and Reliant Home Funding. Outside of his advisory role, he is the founder and CEO of Prepsta, Inc., a company that develops educational apps, and serves as an unpaid board member on two nonprofit organizations focusing on education and community services. 4Sight Advisors serves individual and high-net-worth clients, as well as corporations, offering portfolio management, financial planning, and advice on 529 college savings plans. The firm’s investment approach includes a broad asset universe and uses both fundamental and quantitative analyses, with a distinctive focus on pooled investment vehicles managed in-house.
Benjamin T
Series 63, Series 65, Series 66
Nyack, NY
4Sight Advisors LLC
Benjamin Thomas is a financial advisor at 4Sight Advisors LLC with two years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has prior work experience at AscendLearning LLC, Harrington ED, MML Investors Services Inc., and Mass Mutual. 4Sight Advisors serves individual and high-net-worth clients, as well as corporations and business entities, offering portfolio management, financial planning, and advice on 529 college savings plans. The firm’s investment approach includes a variety of asset classes and pooled investment vehicles, with portfolio construction guided by an Investment Policy Statement and employing multiple analytical methods.
Gamal W
Series 63, Series 65
Nyack, NY
4Sight Advisors LLC
Gamal Walker is a financial advisor with 4Sight Advisors LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at HSBC Bank for one year before joining 4Sight Advisors. He is also a co-founder of a beauty and wellness technology company currently developing an application. 4Sight Advisors serves individual and high-net-worth clients as well as corporations, offering portfolio management, financial planning, and advice on 529 college savings plans. The firm utilizes a range of investment approaches including fundamental and quantitative analysis, managing client assets in-house and advising on pooled investment vehicles such as real estate and venture capital funds.
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