Derek Ezra Tanuvasa

Employer firm

Soltis Investment Advisors, LLC CRD 154690

$12.0B regulatory AUM 14 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

• 08/2015 → 12/2018
  Utah Valley University
  Orem, UT
• 05/2016 → 04/2017
  Vivint, Inc.
  Provo, UT
• 06/2018 → 08/2018
  Merrill Lynch - Bank Of America
  Salt Lake City, UT
• 01/2019 → 04/2021
  Fidelity Brokerage Services, Llc
  American Fork, UT
• 04/2021 → 01/2022
  Firstpurpose Wealth
  Orem, UT
• 05/2021 → 01/2022
  Dfpg Investments, Llc
  Sandy, UT
• 01/2022 → 07/2023
  Fidelity Investments
  Salt Lake City, UT
• 08/2023 → Present
  Soltis Investment Advisors Llc
  St George, UT

Previous Registrations

• 2022-03-25 → 2023-08-01
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
• 2021-05-04 → 2022-01-14
  Diversify Wealth Management Llc
  Orem, UT
• 2021-03-04 → 2021-05-14
  Fidelity Personal And Workplace Advisors
  American Fork, UT

Exams

• S66 Uniform Combined State Law Examination
  2021-03-01
• S63 Uniform Securities Agent State Law Examination
  2019-04-12

Designations

• Certified Financial Planner

Other Names

• Derek Tanuvasa