Ryan Lance Croy

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

• 09/2016 → 07/2021
  Wells Fargo Bank, Na
  Denver, CO
• 02/2018 → 07/2021
  Wells Fargo Clearing Services, Llc
  Denver, CO
• 11/2015 → 09/2016
  Bestbuy
  Boulder, CO
• 10/2017 → 12/2017
  Pizza Hut
  Boulder, CO
• 09/2017 → 10/2017
  Blackjack Pizza
  Boulder, CO
• 02/2022 → 07/2022
  Flagstaff House
  Boulder, CO
• 08/2022 → 03/2025
  Fidelity Investments
  Broomfield, CO
• 08/2021 → 05/2022
  University Of Colorado Boulder
  Boulder, CO
• 04/2025 → Present
  Soltis Investment Advisors Llc
  St George, UT

Previous Registrations

• 2022-09-13 → 2025-02-24
  Fidelity Personal And Workplace Advisors
  Broomfield, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-09
• S63 Uniform Securities Agent State Law Examination
  2018-05-10

Other Names

• Ryan Croy