Investment adviser representative · Seasons Of Advice Wealth Management
Joyce Zhang
CRD 6548796 · New York, NY
At a glance
Joyce Zhang is an investment adviser representative with Seasons Of Advice Wealth Management in New York, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joyce’s SEC record dates to 2020, about 6 years ago.
Current advisory firm
- Seasons Of Advice Wealth ManagementSince May 2022New York, NY · $1.2B in regulatory assets
SEC adviser record
- Registered since
- 2020 (6 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Joyce’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Seasons Of Advice Wealth Management
- Christopher S. ConigliaroNew York · Certified Financial Planner
- Mark DorfmanNew York
- Preston P. FormanNew York · Certified Financial Planner
- Charles HamowyNew York · Certified Financial Planner
- Sally L. HymanNew York
- Akil M. LamyNew York
- Michael StrassmannNew York · Certified Financial Planner
- Muhammad S. TahirNew York
Every advisor at Seasons Of Advice Wealth Management →Seasons Of Advice Wealth Management: assets, clients and custodians →Financial advisors in New York, NY →Every Seasons Of Advice Wealth Management advisor in New York →Advisor Moves: who changed firms this week →