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Christopher Sal Conigliaro

Investment adviser representative at Seasons of Advice Wealth Management
31 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.2BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

31 years in the industry.

  1. Soa Wealth Advisors, LLCNov 2020 to now
  2. Seasons of Advice Wealth Management, LLC.Jan 2017 to now
  3. Ameriprise Financial Services, Inc.Aug 1995 to Jan 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995

State registrations

Registered as an investment adviser representative in 2 states (NY, TX).

Seasons of Advice Wealth Management

Legal name: Soa Wealth Advisors, LLC

$1.2BAssets managed
891Clients
10Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2529227
Firm CRD
310448
Advisor's SEC record (opens in a new tab)
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