Akil Lamy is a registered investment advisor at Seasons of Advice Wealth Management, based in New York, NY, with 9 years of industry experience. Akil 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, New York, NY, 10036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Seasons of Advice Wealth Management
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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