Christine Marie Soscia
Investment adviser representative at The Wealth Consulting Group
15 yearsExperience
2 statesRegistered in
$6.3BFirm assets
12 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- The Wealth Consulting GroupDec 2018 to now
- Wcg Wealth Advisors, LLC (dba: the Wealth Consulting Group)Nov 2018 to now
- LPL Financial LLCFeb 2011 to now
- Independent Financial PartnersApr 2012 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (NV, TX).
The Wealth Consulting Group
Legal name: Wcg Wealth Advisors, LLC
$6.3BAssets managed
12,940Clients
127Advisers
12 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
- 2570450
- Firm CRD
- 173194