Inactive

Maggie Ryan Scanlon

Soltis Investment Advisors, LLC

Salt Lake City, UT

Claim This Profile

Current Employers

Soltis Investment Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
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

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-03-28

S65 Uniform Investment Adviser Law Examination

2024-03-28

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

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