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Selby Moleli Fauatea

Investment adviser representative at Soltis Investment Advisors, LLC
17 yearsExperience
1 stateRegistered in
$12BFirm assets
16 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

17 years in the industry.

  1. Soltis Investment Advisors, LLCJul 2025 to now
  2. Utah Retirement SystemsJan 2024 to Jul 2025
  3. Ethington Financial GroupFeb 2023 to Jun 2024
  4. Eagle Strategies LLCJan 2023 to Jun 2024
  5. Nylife Securities LLCSep 2020 to Jun 2024
  6. UnemployedApr 2020 to Jul 2020
  7. New York Life Insurance CompanyMar 2020 to Jun 2024
  8. Fidelity Personal and Workplace AdvisorsJul 2018 to Mar 2020
  9. Fidelity InvestmentsNov 2009 to Mar 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006
  • Series 66 · Uniform Combined State Law2010

State registrations

Registered as an investment adviser representative in 1 state (UT).

Soltis Investment Advisors, LLC

$12BAssets managed
5,414Clients
79Advisers
16 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5147977
Firm CRD
154690
Advisor's SEC record (opens in a new tab)
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