Taressa Gabriella Soto
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
2 statesRegistered in
$234.9BFirm assets
29 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
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Wealth, Inc.Jan 2025 to now
- Lincoln Financial Advisors CorporationJul 2020 to Jan 2025
- UnemployedJun 2020 to Jul 2020
- People.aiJun 2019 to Dec 2019
- Summit Wealth and Retirement PartnersJun 2018 to Aug 2018
- The University of ArizonaAug 2016 to May 2020
- Lincoln Financial GroupJan 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 6521668
- Firm CRD
- 23131