Selby Moleli Fauatea

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

• 11/2009 → 03/2020
  Fidelity Investments
  Salt Lake City,, UT
• 07/2018 → 03/2020
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2020 → 06/2024
  New York Life Insurance Company
  Sandy, UT
• 09/2020 → 06/2024
  Nylife Securities Llc
  Sandy, UT
• 04/2020 → 07/2020
  Unemployed
  Lehi, UT
• 01/2023 → 06/2024
  Eagle Strategies Llc
  South Jordan, UT
• 02/2023 → 06/2024
  Ethington Financial Group
  South Jordan, UT
• 07/2025 → Present
  Soltis Investment Advisors Llc
  St George, UT
• 01/2024 → 07/2025
  Utah Retirement Systems
  Salt Lake City, UT

Previous Registrations

• 2023-02-01 → 2024-06-17
  Eagle Strategies Llc
  South Jordan, UT
• 2018-07-13 → 2020-04-01
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2010-11-04 → 2018-07-13
  Strategic Advisers Llc
  Salt Lake City, UT

Other Businesses

[Insurance brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 150 W Civic Center Dr, Suite 600, Sandy, UT 84070; start 07/2020; Commissions; insurance related; insurance broker; 10 hours per month, 5 during securities trading hours] [OPERATING UNDER THE DBA NAME OF ETHINGTON FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (SOUTH JORDAN UTAH); START DATE: 02/2023] [CCWS Alumni Association - Utah; The purpose of this non profit is to raise scholarship funds for students that attend the CCWS High School in Samoa; P.O. Box 57215 Murray, UT 84157; Start Date 05/2021; Role/Title: Volunteer; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; treasurer]

Exams

• S66 Uniform Combined State Law Examination
  2010-11-15
• S63 Uniform Securities Agent State Law Examination
  2006-11-14

Other Names

• Selby M Fauatea
• Selby Moleli Fauatea
• Selby Fauatea