Ryan Philip Murray

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

• 08/2022 → 03/2025
  Motivosity
  Lehi, UT
• 06/2019 → 05/2021
  Qualtrics
  Provo, UT
• 06/2021 → 01/2023
  Choose Greatness
  Orem, UT
• 08/2021 → 02/2022
  Fairstream
  Provo, UT
• 11/2015 → 05/2019
  Brigham Young University
  Provo, UT
• 08/2022 → 10/2022
  Oasis Outsourcing
  West Palm Beach, FL
• 05/2017 → 08/2017
  Union Pacific Railroad
  Omaha, NE
• 03/2025 → 02/2026
  Fidelity Investments
  Westlake, TX
• 03/2026 → Present
  Soltis Investment Advisors, Llc
  Southlake, TX

Previous Registrations

• 2025-08-19 → 2026-03-05
  Strategic Advisers Llc
  Flower Mound, TX
  Westlake, TX
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-07-31

Other Names

• Ryan Murray