Melissa Spragg
Investment adviser representative at Soltis Investment Advisors, LLC
13 yearsExperience
1 stateRegistered in
$12BFirm assets
16 yearsFirm in business
Are you Melissa Spragg? Claim your profile
Contact this firm
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
13 years in the industry.
- Soltis Investment Advisors, LLCAug 2022 to now
- Bank of America, N.A.May 2019 to Jul 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2016 to Jul 2022
- Warrior Mouthguards LLCOct 2013 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
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
- 6728036
- Firm CRD
- 154690