Taylor David Acevedo

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

• 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

• 2022-05-10 → 2025-11-17
  Townsquare Capital, Llc
  Lehi, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-09