Mitchell Dean Anderson

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

• 10/2014 → 03/2018
  William Blair & Company
  Chicago, IL
• 03/2018 → 08/2018
  Lpl Financial Llc
  Pittsburgh, PA
• 03/2018 → 02/2021
  Fragasso Financial Advisors
  Pittsburgh, PA
• 08/2018 → 03/2021
  Private Client Services
  Pittsburgh, PA
• 03/2021 → 01/2022
  Covenant Trust
  Chicago, IL
• 01/2022 → 03/2023
  Solidarity Wealth, Llc
  Lehi, UT
• 04/2023 → Present
  Soltis Investment Advisors Llc
  St George, UT

Previous Registrations

• 2022-01-14 → 2023-03-09
  Solidarity Wealth, Llc
  Lehi, UT
• 2018-05-01 → 2021-03-11
  Fragasso Financial Advisors
  Sewickley, PA
• 2018-02-05 → 2018-03-26
  William Blair
  Chicago, IL
  Chicago, IL
  Chicago, IL
• 2018-03-26 → 2018-03-26
  Lpl Financial Llc
  Pittsburgh, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-02-03
• S63 Uniform Securities Agent State Law Examination
  2015-05-30

Designations

• Chartered Financial Analyst

Other Names

• Mitch Anderson
• Mitchell Anderson