Kyle John Soscia

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 11/2017 → 02/2020
  The Ayco Company, L.P./Mercer Allied
  Irvine, CA
• 12/2014 → 11/2017
  Harvey & Company
  Newport Beach, CA
• 02/2020 → 05/2023
  Lpl Financial, Llc
  Las Vegas, NV
• 02/2020 → 05/2023
  Wcg Wealth Advisors, Llc (Dba: The Wealth Consulting Group)
  Las Vegas, NV
• 05/2023 → 05/2024
  Confidence Wealth Management
  Henderson, NV
• 05/2024 → 03/2026
  Foundations Investment Advisors
  Phoenix, AZ
• 05/2024 → 03/2026
  Asset Preservation Wealth And Tax
  Las Vegas, NV
• 04/2026 → Present
  Lpl Financial
  Irvine, CA
• 04/2026 → Present
  California Bank & Trust
  Irvine, CA

Previous Registrations

• 2024-05-30 → 2026-03-27
  Foundations Investment Advisors Llc
  Las Vegas, NV
  Phoenix, AZ
• 2023-05-15 → 2024-05-06
  Confidence Wealth Management, Inc.
  Las Vegas, NV
  Los Angeles, CA
• 2020-02-13 → 2023-05-09
  The Wealth Consulting Group
  Las Vegas, NV
• 2018-04-06 → 2020-01-28
  Goldman Sachs Wealth Services, L.P.
  Irvine, CA

Other Businesses

1. "Investment products and services are offered through LPL Financial LLC using the DBA/trade name CB&T Wealth Advisors - Inv Rel - At Reported Business Location (s) - 04/2026"

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-07-02
• S66 Uniform Combined State Law Examination
  2018-04-05

Designations

• Certified Financial Planner