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Maggie Ryan Scanlon

Soltis Investment Advisors, LLC

St. George, UT

Salt Lake City, UT

CRD 7919704

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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:

Current Employers
Soltis Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-06-06
  • UT RA
    APPROVED
    Since 2024-06-06

Branch Locations

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

222 S Main Street Ste 1776, Salt Lake City, UT 84101 • 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
Student Syracuse NY 04/2014 08/2021
Goldman Sachs Salt Lake City UT 06/2020 08/2020
Goldman Sachs Salt Lake City UT 07/2021 03/2022
Ngon Solutions Park City UT 03/2022 04/2023
Soltis Investment Advisors Llc Salt Lake City UT 04/2023 Present
  • 04/2014 → 08/2021
    Student
    Syracuse, NY
  • 06/2020 → 08/2020
    Goldman Sachs
    Salt Lake City, UT
  • 07/2021 → 03/2022
    Goldman Sachs
    Salt Lake City, UT
  • 03/2022 → 04/2023
    Ngon Solutions
    Park City, UT
  • 04/2023 → Present
    Soltis Investment Advisors Llc
    Salt Lake City, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-28
  • S65 Uniform Investment Adviser Law Examination
    2024-03-28

View on SEC IAPD

Nearby Firms

CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
MANAGED WEALTH ADVANTAGE, LLC

Nearby Investors

Dustin Lamar Woodbury
Clifford K Peterson
Amy Terry

Nearby Offices

CHARLES SCHWAB & CO., INC. · St. George, UT
LPL FINANCIAL LLC · ST GEORGE, UT
MANAGED WEALTH ADVANTAGE, LLC · SAINT GEORGE, UT

More in St. George, UT

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