Christopher
Conigliaro
Seasons Of Advice Wealth Management
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About this Advisor
Christopher Conigliaro is a certified financial planner working in New York, New York who has 3 years of relevant experience. Conigliaro is an employee of Seasons Of Advice Wealth Management. During their career, Conigliaro has held roles at Ameriprise Financial Services, Inc, Soa Wealth Advisors, LLC and Seasons Of Advice Wealth Management, LLC. Conigliaro maintains a Series 63 license, certifying them as a securities representative, and can serve investors in Florida, New Jersey, New York and Texas. Seasons Of Advice Wealth Management is an advisory company based in New York, NY. It handles $789 million in assets under management among its 3,000 accounts, placing it among the larger firms in the country by assets under management. Of its 3,000 accounts, 32% belong to high-net-worth clients who have at least $1 million in investable assets. Seasons Of Advice Wealth Management provides a few services, including financial planning services, portfolio management for individuals and small businesses and other services. A financial advisor's fee schedules largely are based on which services are provided. Fee types billed by Seasons Of Advice Wealth Management can include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Seasons Of Advice Wealth Management Brokerage Details
$789,278,035
20
3,000
$263,093
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Christopher Conigliaro Work History
Christopher has been registered as a financial advisor for 3 years.*
Soa Wealth Advisors, LLC
Seasons Of Advice Wealth Management, LLC
Ameriprise Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
