Akil
Lamy
Seasons Of Advice Wealth Management
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About this Advisor
Akil Lamy is a financial advisor based in New York, New York, working with Seasons Of Advice Wealth Management. Akil has previously held positions at Northwestern Mutual Investment Services, LLC, Kevin Luchetta, Benjamin Feldman, Stephen Schwartz, James Dinardo, Michael Schwartz, Northwestern Mutual Wealth Management Company, Target Corporation, Next Source- Nyl Mainstay Investments, Bshapiro Financial, Commonwealth Financial Network, and Seasons Of Advice Wealth Management. Akil has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Akil is part of Seasons Of Advice Wealth Management, which operates out of New York, New York. The firm has 20 employees and manages assets totaling $931.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Seasons Of Advice Wealth Management includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Seasons Of Advice Wealth Management Brokerage Details
$931,813,834
20
3,090
$301,558
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Akil Lamy Work History
Seasons Of Advice Wealth Management
Bshapiro Financial
Commonwealth Financial Network
Target Corporation
Next Source- Nyl Mainstay Investments
Northwestern Mutual Investment Services, LLC
Benjamin Feldman
Stephen Schwartz
James Dinardo
Michael Schwartz
Northwestern Mutual Wealth Management Company
Kevin Luchetta
Disclosures
Please visit the SEC profile of Akil Lamy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Seasons Of Advice Wealth Management
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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