Kyle
Soscia
Foundations Investment Advisors LLC
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About this Advisor
Kyle Soscia is a financial advisor based in Las Vegas, Nevada, working with Foundations Investment Advisors LLC. Kyle has previously held positions at The Ayco Company, L.P./Mercer Allied, Harvey & Company, Roman Cucina, California State University - Long Beach, Lpl Financial, LLC, Wcg Wealth Advisors, LLC (Dba: The Wealth Consulting Group), Confidence Wealth Management, Foundations Investment Advisors, and Asset Preservation Wealth And Tax. Kyle has passed the Series 66 regulatory exam and is registered to provide services in Nevada. Currently, Kyle is part of Foundations Investment Advisors LLC, which operates out of Las Vegas, Nevada. The firm has 85 offices and 240 employees. The firm manages assets totaling $5.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Foundations Investment Advisors LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Foundations Investment Advisors LLC Brokerage Details
$5,442,145,599
240
42,079
$129,332
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Kyle Soscia Work History
Foundations Investment Advisors
Asset Preservation Wealth And Tax
Confidence Wealth Management
Lpl Financial, LLC
Wcg Wealth Advisors, LLC (Dba: The Wealth Consulting Group)
The Ayco Company, L.P./Mercer Allied
Harvey & Company
Roman Cucina
California State University - Long Beach
Disclosures
Please visit the SEC profile of Kyle Soscia to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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