Seasons Of Advice Wealth Management

Seasons Of Advice Wealth Management (CRD# 310448) is a financial advisory firm headquartered in New York, NY. They manage $931,813,834 in 3,090 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
120 West 45th Street, New York, NY 10036
http://www.soaplanning.com
By the Numbers
  • Total Assets Under Management
    932
    MILLION
  • Total Number of Accounts
    3,090
    ACCOUNTS
  • Average Account Value
    $301,558
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, IL, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VT

Financial Advisors at Seasons Of Advice Wealth Management
Showing 1 - 7 of 7 top financial advisors.
1
Christopher Conigliaro, financial advisor New York NY
Christopher S. Conigliaro
CRD#: 2529227
120 West 45th Street, 14th Floor, New York, NY 10036

Christopher Conigliaro (CRD# 2529227) is an Investment Advisor Representative working at Seasons Of Advice Wealth Management in New York, NY and has over 29 years of experience in the finance industry.

2
Mark Dorfman, financial advisor New York NY
Mark Dorfman
CRD#: 2054448
120 West 45th Street, 14th Floor, New York, NY 10036

Mark Dorfman (CRD# 2054448) is an Investment Advisor Representative working at Seasons Of Advice Wealth Management in New York, NY and has over 22 years of experience in the finance industry.

3
Preston Forman, financial advisor New York NY
Preston P. Forman
CRD#: 4554554
120 West 45th Street, 14th Floor, New York, NY 10036

Preston Forman (CRD# 4554554) is an Investment Advisor Representative working at Seasons Of Advice Wealth Management in New York, NY and has over 21 years of experience in the finance industry.

4
Charles Hamowy, financial advisor New York NY
Charles Hamowy
CRD#: 2057981
120 West 45th Street, 14th Floor, New York, NY 10036

Charles Hamowy (CRD# 2057981) is an Investment Advisor Representative working at Seasons Of Advice Wealth Management in New York, NY and has over 33 years of experience in the finance industry.

5
Sally Hyman, financial advisor New York NY
Sally L. Hyman
CRD#: 1132974
120 West 45th Street, 14th Floor, New York, NY 10036

Sally Hyman (CRD# 1132974) is an Investment Advisor Representative working at Seasons Of Advice Wealth Management in New York, NY and has over 37 years of experience in the finance industry.

6
Muhammad Tahir, financial advisor New York NY
Muhammad S. Tahir
CRD#: 5223329
120 West 45th Street, 14th Floor, New York, NY 10036

Muhammad Tahir (CRD# 5223329) is an Investment Advisor Representative working at Seasons Of Advice Wealth Management in New York, NY and has over 17 years of experience in the finance industry.

7
Steven Troccoli, financial advisor New York NY
Steven J. Troccoli
CRD#: 2768453
120 West 45th Street, 14th Floor, New York, NY 10036

Steven Troccoli (CRD# 2768453) is an Investment Advisor Representative working at Seasons Of Advice Wealth Management in New York, NY and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals