Taressa Gabriella Soto

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2020 → 01/2025
  Lincoln Financial Advisors Corporation
  San Ramon, CA
• 06/2020 → 07/2020
  Unemployed
  Danville, CA
• 08/2016 → 05/2020
  The University Of Arizona
  Tucson, AZ
• 06/2019 → 12/2019
  People.aI
  San Francisco, CA
• 06/2018 → 08/2018
  Summit Wealth And Retirement Partners
  Danville, CA
• 01/2016 → 01/2017
  Lincoln Financial Group
  San Ramon, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  San Ramon, CA

Previous Registrations

• 2022-02-11 → 2025-01-24
  Osaic Fa, Inc.
  San Ramon, CA

Other Businesses

1) TARESSA SOTO 3000 EXECUTIVE PARKWAY SUITE 400 & 500 SAN RAMON, CA 94583 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS SUCH AS FIXED AND INDEXED ANNUITIES, ACCIDENT, HEALTH, DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 02/15/2022 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2) HELLO NANNY LLC POSITION: Referral Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/30/2026 ADDRESS: 9201 Warren Pkwy, Suite 200, Frisco TX 75035, United States DESCRIPTION: Referral Source

Exams

• S66 Uniform Combined State Law Examination
  2021-11-29