Executive Vice President · Soltis Investment Advisors, LLC
Brent D. Moore
CRD 5929200 · Named on Form ADV at one SEC-registered adviser
At a glance
Soltis Investment Advisors, LLC, an SEC-registered wealth manager based in St. George, UT with $12.0 billion in regulatory assets, lists Brent D. Moore on its Form ADV as Executive Vice President, a control person.
Firms and roles
- Soltis Investment Advisors, LLCExecutive Vice PresidentWealth manager · St. George, UT · $12B in regulatory assets
AtlasMembers
Brent’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings (11)
- Hal G. AndersonDirector, Soltis Investment Advisors, LLC
- Clark V. TaylorCEO, Soltis Investment Advisors, LLC
- Tyler J. FinlinsonPresident, Soltis Investment Advisors, LLC
- Casey J. BarrusCFO, Soltis Investment Advisors, LLC
- Kenneth I. GrossfieldGeneral Counsel and CCO, Soltis Investment Advisors, LLC
6 more people named with Brent on the same filings, with titles and firms. Free in Atlas with a free account.
See all 11 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brent’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.