Lydia Paige Smith
Investment adviser representative at Osaic Wealth, Inc.
14 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
14 years in the industry.
- Osaic Wealth, Inc.Jan 2025 to now
- Fidelity InvestmentsMar 2022 to now
- Lincoln Financial AdvisorsAug 2023 to Jan 2025
- UnemployedAug 2021 to Mar 2022
- Timberlinks Golf ClubJul 2019 to Aug 2021
- University of North TexasOct 2018 to Jul 2019
- University of North Texas Clark BakeryAug 2017 to Oct 2018
- Midway Independent School DistrictMar 2012 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 7527323
- Firm CRD
- 23131