Sally Hyman
Sally Hyman is a registered investment advisor at Seasons of Advice Wealth Management, based in New York, NY, with 42 years of industry experience. Sally operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 823 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SOA Wealth Advisors offers investment management through wrap fee programs. Please refer to the Wrap Fee Program Brochure for information about investment management fees.
Location
120 West 45th Street, 14th Floor, New York, NY, 10036
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Regulatory History (1)
Customer Dispute
January 2018Other Business Activities
Sally sells her own vocal CDs and publishes her father's book. These activities are not investment-related and each take a few hours per week.
Employment History
Current Registrations
Seasons of Advice Wealth Management
Previous Registrations
Seasons of Advice Wealth Management, LLC
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Tucker Anthony IncorporatedBroker
Smith Barney INC.Broker
San Diego Securities IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.