Best Investors Account Sign in
Inactive

Taylor David Acevedo

Soltis Investment Advisors, LLC

St. George, UT

Lehi, UT

Claim This Profile
Current Employers
Soltis Investment Advisors, Llc

20 North Main St Suite 400, St. George, UT 84770 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-11-19
  • UT RA
    APPROVED
    Since 2025-11-19

Branch Locations

20 North Main St Suite 400, St. George, UT 84770 • United States

2600 W. Executive Parkway, Suite 120, Lehi, UT 84043 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Townsquare Capital Provo UT 05/2021 11/2025
Unemployed Logan UT 01/2021 05/2021
Utah State University Logan UT 07/2017 01/2021
Fj Management Center Logan UT 08/2019 12/2019
The Church Of Jesus Christ Of Latter-Day Saints Orlando FL 07/2015 07/2017
Soltis Investment Advisors Llc Lehi UT 11/2025 Present
  • 05/2021 → 11/2025
    Townsquare Capital
    Provo, UT
  • 01/2021 → 05/2021
    Unemployed
    Logan, UT
  • 07/2017 → 01/2021
    Utah State University
    Logan, UT
  • 08/2019 → 12/2019
    Fj Management Center
    Logan, UT
  • 07/2015 → 07/2017
    The Church Of Jesus Christ Of Latter-Day Saints
    Orlando, FL
  • 11/2025 → Present
    Soltis Investment Advisors Llc
    Lehi, UT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-09
  • S65 Uniform Investment Adviser Law Examination
    2022-05-09

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
MANAGED WEALTH ADVANTAGE, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WMX ADVISORS, LLC DBA WEALTH MANAGEMENT EXPERIENCE
SURGE CAPITAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

Dustin Lamar Woodbury
Clifford K Peterson
Amy Terry
Eric Jon Andra
JAMES BRYAN WASHBURN
DAVID DEAN POLATIS
Tyler Preston Eliason
KEVIN DEVONTE RORIE

Other Offices

CHARLES SCHWAB & CO., INC. · St. George, UT
LPL FINANCIAL LLC · ST GEORGE, UT
MANAGED WEALTH ADVANTAGE, LLC · SAINT GEORGE, UT
CETERA INVESTMENT ADVISERS LLC · St George, UT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · St. George, UT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Saint George, UT
WMX ADVISORS, LLC DBA WEALTH MANAGEMENT EXPERIENCE · SAINT GEORGE, UT
SURGE CAPITAL LLC · ST. GEORGE, UT

More in St. George, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor