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Seasons Of Advice Wealth Management CRD 310448
$1.22B regulatory AUM 40 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
120 West 45Th Street, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-06-07 |
| CT | RA | APPROVED | 2023-06-05 |
| NY | RA | APPROVED | 2023-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management, Inc | New York | NY | 03/2020 | 05/2023 |
| Lenox Advisors Inc, Lenox Wealth Advisors | New York | NY | 03/2016 | 03/2020 |
| Seasons Of Advice Wealth Management | New York | NY | 06/2023 | Present |
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