Muhammad Saad Tahir
Investment adviser representative at Seasons of Advice Wealth Management
20 yearsExperience
2 statesRegistered in
$1.2BFirm assets
5 yearsFirm in business
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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
20 years in the industry.
- Soa Wealth Advisors, LLCNov 2020 to now
- Seasons of Advice Wealth ManagementJan 2017 to now
- Ameriprise Financial Services, Inc.Dec 2006 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
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
- 5223329
- Firm CRD
- 310448