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CFP
DT
CFP

Derek Ezra Tanuvasa

Soltis Investment Advisors, LLC
6 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingHigh Net Worth
Soltis Investment Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
65 advisors
Number of Clients
4,499 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$8.4B

Fee Structure

Minimum Investment:$750K

Location

222 S Main Ste 1776, Salt Lake City, UT, 84101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Soltis Investment Advisors, LLC
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
March 2022 - August 2023 · 1 yr 5 mos
Fidelity Brokerage Services LLCBroker
March 2022 - July 2023 · 1 yr 4 mos
Dfpg Investments, LLCBroker
May 2021 - January 2022 · 8 mos
Firstpurpose Wealth LLC
May 2021 - January 2022 · 8 mos
Fidelity Personal and Workplace Advisors
March 2021 - May 2021 · 2 mos
Fidelity Brokerage Services LLCBroker
April 2019 - April 2021 · 2 yrs
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.