Christopher
Conigliaro

Seasons Of Advice Wealth Management

CRD#2529227
Investment Advisor
in New York, NY

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About this Advisor

Christopher Conigliaro is a financial advisor based in New York, New York, working with Seasons Of Advice Wealth Management. Christopher has previously held positions at Soa Wealth Advisors, LLC, Seasons Of Advice Wealth Management, LLC, and Ameriprise Financial Services, Inc. Christopher has passed the Series 63 regulatory exam and is registered to provide services in Florida, New Jersey, New York, and Texas. Currently, Christopher 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 high-net-worth clients and offers services including 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

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

120 West 45Th Street 14Th Floor
New York, NY 10036

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Seasons Of Advice Wealth Management Brokerage Details

Total Assets Under Management

$931,813,834

NY Average: $7,464,549,021
Total Number of Employees

20

NY Average: 88
Total Number of Accounts

3,090

NY Average: 3,892
Average Account Size

$301,558

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Christopher Conigliaro Work History

2020 - Present (4 years)

Soa Wealth Advisors, LLC

2017 - 2020 (3 years)

Seasons Of Advice Wealth Management, LLC

1995 - 2017 (22 years)

Ameriprise Financial Services, Inc

Disclosures

Please visit the SEC profile of Christopher Conigliaro 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

Michael Strassmann
New York, NY
Akil Lamy
New York, NY
Sally Hyman
New York, NY
Joyce Zhang
New York, NY
Muhammad Tahir
New York, NY
Preston Forman
New York, NY
Mark Dorfman
New York, NY
Steven Troccoli
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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