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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-20-2020
- Office Locations
- 1
Office Locations
About Seasons OF Advice Wealth Management
Seasons of Advice Wealth Management is a fiduciary RIA providing integrated financial planning and investment management for individuals and families, built for long-term, multigenerational relationships. The team designs custom portfolios focused on client goals such as growth, income, tax efficiency, and socially responsible investing, supported by goal tracking, asset allocation, and tax and insurance coordination. Their “Seasons of Advice” process and Socially Inspired Investor digest are key differentiators.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHRISTOPHER SAL CONIGLIARO
President
- CRD
- #2529227
- Ownership
- Less than 5%
CHARLES HAMOWY
Chief Compliance Officer, Wealth Advisor
- CRD
- #2057981
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MARK DORFMAN
Wealth Advisor
- CRD
- #2054448
PRESTON PAUL FORMAN
Wealth Advisor
- CRD
- #4554554
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,147,365,011 | $337,560 |
| Non-Discretionary | $69,488,289 | $661,793 |
| Total | $1,216,853,300 | $347,275 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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