Derek Ezra Tanuvasa
Investment adviser representative at Soltis Investment Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$12BFirm assets
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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
11 years in the industry.
- Soltis Investment Advisors, LLCAug 2023 to now
- Fidelity InvestmentsJan 2022 to Jul 2023
- Dfpg Investments, LLCMay 2021 to Jan 2022
- Firstpurpose WealthApr 2021 to Jan 2022
- Fidelity Brokerage Services, LLCJan 2019 to Apr 2021
- Merrill Lynch - Bank of AmericaJun 2018 to Aug 2018
- Vivint, Inc.May 2016 to Apr 2017
- Utah Valley UniversityAug 2015 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
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
- 6964034
- Firm CRD
- 154690