Lida Sosinski

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• 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

• 02/2012 → 07/2021
  Guardian Life Insurance Co Of America
  Bethlehem, PA
• 07/2017 → 07/2021
  Park Avenue Securities, Llc
  Bethlehem, PA
• 07/2021 → Present
  Fidelity Investments
  Philadelphia, PA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-12-22 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Quakertown, PA

Exams

• S66 Uniform Combined State Law Examination
  2022-12-16
• S63 Uniform Securities Agent State Law Examination
  2021-09-27

Other Names

• Lida Ann Loyer
• Lida Ann Sosinski
• Lida Sosinski