Akil Marlon Lamy

Employer firm

Seasons Of Advice Wealth Management CRD 310448

$1.22B regulatory AUM 40 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• INSURANCE, CREDIT AND CASH MANAGEMENT SOLUTIONS.

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 08/2017
  Northwestern Mutual Investment Services, Llc
  New York, NY
• 09/2012 → 08/2017
  Kevin Luchetta
  New York, NY
• 04/2015 → 08/2017
  Benjamin Feldman
  New York, NY
• 04/2015 → 08/2017
  Stephen Schwartz
  New York, NY
• 04/2015 → 08/2017
  James Dinardo
  New York, NY
• 04/2015 → 08/2017
  Michael Schwartz
  New York, NY
• 04/2015 → 08/2017
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 09/2017 → 03/2018
  Target Corporation
  New York, NY
• 11/2017 → 05/2018
  Next Source- Nyl Mainstay Investments
  New York, NY
• 08/2017 → 09/2017
  Unemployed
  New York City, NY
• 06/2018 → 01/2020
  Bshapiro Financial
  Jericho, NY
• 06/2018 → 01/2020
  Commonwealth Financial Network
  Waltham, MA
• 03/2021 → Present
  Seasons Of Advice Wealth Management
  New York, NY
• 01/2020 → 03/2021
  Unemployed
  New York, NY

Previous Registrations

• 2018-06-26 → 2020-01-31
  Commonwealth Financial Network
  Jericho, NY
• 2014-06-10 → 2017-08-08
  Northwestern Mutual Investment Services, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2014-06-09

Other Names

• Akil Marlon Lamy
• Akil Lamy