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Soltis Investment Advisors, LLC CRD 154690
$12.0B regulatory AUM 14 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
20 North Main St Suite 400, St. George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-02-01 |
Branch Locations
222 S Main Ste 1776, Salt Lake City, UT 84101 • United States
20 North Main St Suite 400, St. George, UT 84770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | American Fork | UT | 01/2016 | 04/2017 |
| Fidelity Brokerage Services Llc | American Fork | UT | 04/2017 | 02/2019 |
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 02/2019 | 09/2019 |
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 09/2019 | 01/2022 |
| Soltis Investment Advisors Llc | Salt Lake City | UT | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-26 |
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