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Seasons Of Advice Wealth Management

CRD 310448  ·  New York, NY  ·  $1.2B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
310448
SEC number
801-119603
Firm type
RIA
Assets under management
$1.2B as of Mar 30, 2026
Website
www.soaplanning.com ↗
Phone
212-977-3111
Address
120 West 45th Street, New York, NY, 10036

Advisors at this firm

10 in our index · page 1 of 1

  • Christopher Sal ConigliaroCRD 2529227 · New York, NY
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Mark DorfmanCRD 2054448 · New York, NY
    IA RegisteredRegistration inactive
  • Preston Paul FormanCRD 4554554 · New York, NY
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Charles HamowyCRD 2057981 · New York, NY
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Sally Laura HymanCRD 1132974 · New York, NY
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Akil Marlon LamyCRD 5992875 · New York, NY
    IA RegisteredRegistration inactive
  • Michael Alan StrassmannCRD 6616848 · New York, NY
    IA Registered
  • Muhammad Saad TahirCRD 5223329 · New York, NY
    IA RegisteredRegistration inactive
  • Steven John TroccoliCRD 2768453 · New York, NY
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Joyce ZhangCRD 6548796 · New York, NY
    IA RegisteredRegistration inactive
1–10 of 10

Source & corrections

Where this page comes from

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SEC IAPD record for firm CRD 310448 ↗ FINRA BrokerCheck record for firm CRD 310448 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.