Kyle John Soscia
Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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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
- Seminars and workshops
Experience
12 years in the industry.
- LPL Financial LLCApr 2026 to now
- California Bank & TrustApr 2026 to now
- Asset Preservation Wealth and TaxMay 2024 to Mar 2026
- Foundations Investment AdvisorsMay 2024 to Mar 2026
- Confidence Wealth ManagementMay 2023 to May 2024
- LPL Financial, LLCFeb 2020 to May 2023
- Wcg Wealth Advisors, LLC (dba: the Wealth Consulting Group)Feb 2020 to May 2023
- The Ayco Company, L.p./mercer AlliedNov 2017 to Feb 2020
- Harvey & CompanyDec 2014 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6904974
- Firm CRD
- 6413