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Financial ADVSR advisor directory · SEC adviser records

Soltis Investment Advisors, LLC financial advisors

Every SEC-registered investment adviser representative at Soltis Investment Advisors, LLC, by the state and city of the office they work from.

The short answer

74 registered advisors work at Soltis Investment Advisors, LLC, in 11 states and 16 cities; the most are in St. George, UT (45). 9 list the CFP designation and 0 are also registered broker representatives.

Search every Soltis Investment Advisors, LLC advisor by name →Who joined and left Soltis Investment Advisors, LLC →Soltis Investment Advisors, LLC: assets, clients and custodians →

Cities with the most Soltis Investment Advisors, LLC advisors

St. George, UT 45Salt Lake City, UT 7Lehi, UT 5Southlake, TX 3Chandler, AZ 2Gilbert, AZ 2Bellevue, WA 1Broomfield, CO 1Folsom, CA 1Gretna, NE 1Mason, OH 1Novi, MI 1Oakbrook Terrace, IL 1Oswego, IL 1Raleigh, NC 1Sammamish, WA 1

Soltis Investment Advisors, LLC advisors by state

Soltis Investment Advisors, LLC in Utah 57

St. George 45Salt Lake City 7Lehi 5

Soltis Investment Advisors, LLC in Arizona 4

Chandler 2Gilbert 2

Soltis Investment Advisors, LLC in Texas 3

Southlake 3

Soltis Investment Advisors, LLC in Illinois 2

Oakbrook Terrace 1Oswego 1

Soltis Investment Advisors, LLC in Washington 2

Bellevue 1Sammamish 1

Soltis Investment Advisors, LLC in California 1

Folsom 1

Soltis Investment Advisors, LLC in Colorado 1

Broomfield 1

Soltis Investment Advisors, LLC in Michigan 1

Novi 1

Soltis Investment Advisors, LLC in North Carolina 1

Raleigh 1

Soltis Investment Advisors, LLC in Nebraska 1

Gretna 1

Soltis Investment Advisors, LLC in Ohio 1

Mason 1

Questions

How many financial advisors does Soltis Investment Advisors, LLC have?

74 investment adviser representatives are registered with Soltis Investment Advisors, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 11 states and 16 cities. 9 list the CFP designation and 0 are also registered as broker representatives.

Where does Soltis Investment Advisors, LLC have the most advisors?

St. George, UT, with 45 registered advisors, then Salt Lake City, UT (7). By state, Utah has the most, with 57.

How do I find a Soltis Investment Advisors, LLC financial advisor near me?

Pick your state below, then your city, to see every Soltis Investment Advisors, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Soltis Investment Advisors, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →