MT
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Muhammad Tahir

16 Years of Experience
New York, NY

Muhammad Tahir is a registered investment advisor at Seasons of Advice Wealth Management, based in New York, NY, with 16 years of industry experience. Muhammad 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
823 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$100K

SOA Wealth Advisors offers investment management through wrap fee programs. Please refer to the Wrap Fee Program Brochure for information about investment management fees.

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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Seasons of Advice Wealth Management
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
Seasons of Advice Wealth Management, LLC
July 2019 - November 2020 · 1 yr 4 mos
Ameriprise Financial Services, INC.
May 2008 - January 2017 · 8 yrs 8 mos
Ameriprise Financial Services, INC.Broker
January 2007 - January 2017 · 10 yrs
State Registrations2 states
NJNY
Advisor

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.

Exams
No exam information available for this advisor.