Akil Marlon Lamy
Investment adviser representative at Seasons of Advice Wealth Management
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Seasons of Advice Wealth ManagementMar 2021 to now
- UnemployedJan 2020 to Mar 2021
- Bshapiro FinancialJun 2018 to Jan 2020
- Commonwealth Financial NetworkJun 2018 to Jan 2020
- Next Source- Nyl Mainstay InvestmentsNov 2017 to May 2018
- Target CorporationSep 2017 to Mar 2018
- UnemployedAug 2017 to Sep 2017
- Benjamin FeldmanApr 2015 to Aug 2017
- James DinardoApr 2015 to Aug 2017
- Michael SchwartzApr 2015 to Aug 2017
- Northwestern Mutual Investment Services, LLCApr 2015 to Aug 2017
- Northwestern Mutual Wealth Management CompanyApr 2015 to Aug 2017
- Stephen SchwartzApr 2015 to Aug 2017
- Kevin LuchettaSep 2012 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (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
- 5992875
- Firm CRD
- 310448