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Soltis Investment Advisors Employee Directory

Financial ServicesUtah, United States51-200 Employees

Soltis Investment Advisors has about 145 employees, all of them in North America. Banking and Finance make up over half of the profiles with a known department. Soltis Investment Advisors's workforce spans 11 departments.

Find Soltis Investment Advisors employees' phone numbers or email addresses

Soltis Investment Advisors Global Highlights

Location
Employees

North America
145

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  • United States Of America
    145

Soltis Investment Advisors's Leadership

  • Vice President Finance at Soltis Investment Advisors
    R. K.
    Vice President Finance
    Mobile Phone
  • Partner at Soltis Investment Advisors
    M. B.
    Partner
    Mobile Phone
  • Wealth Manager at Soltis Investment Advisors
    C. D.
    Wealth Manager
    Mobile Phone
  • Client Relationship Manager at Soltis Investment Advisors
    L. W.
    Client Relationship Manager
    Mobile Phone
  • Client Relationship Manager at Soltis Investment Advisors
    L. B.
    Client Relationship Manager
    Mobile Phone
  • Client Relationship Manager at Soltis Investment Advisors
    N. B.
    Client Relationship Manager
    Mobile Phone
  • Client Relationship Manager at Soltis Investment Advisors
    S. C.
    Client Relationship Manager
    Mobile Phone
  • Senior Investment Associate at Soltis Investment Advisors
    H. J.
    Senior Investment Associate
    Mobile Phone

Soltis Investment Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Community & Social Services
  • Entrepreneurship
  • Accounting
  • Other
  • Information Technology
  • Business Development

Banking is the largest department at 61% of profiles with a known department, followed by Finance (13%) and Entrepreneurship (10%).

Contact profiles from Soltis Investment Advisors

Name
Title
Contact
Location
Last Update
  • Partner at Soltis Investment Advisors
    M. B.
    Partner
    Mobile Phone
    Sep 18, 2026
  • Vice President Finance at Soltis Investment Advisors
    R. K.
    Vice President Finance
    Mobile Phone
    May 05, 2026
  • Wealth Manager at Soltis Investment Advisors
    C. D.
    Wealth Manager
    Mobile Phone
    Bay
    Jun 29, 2026
  • Client Relationship Manager at Soltis Investment Advisors
    L. W.
    Client Relationship Manager
    Mobile Phone
    Oct 21, 2024
  • Client Relationship Manager at Soltis Investment Advisors
    L. B.
    Client Relationship Manager
    Mobile Phone
    Oct 23, 2024
  • Client Relationship Manager at Soltis Investment Advisors
    N. B.
    Client Relationship Manager
    Mobile Phone
    Oct 23, 2024
  • Client Relationship Manager at Soltis Investment Advisors
    S. C.
    Client Relationship Manager
    Mobile Phone
    Oct 17, 2024
  • Senior Investment Associate at Soltis Investment Advisors
    H. J.
    Senior Investment Associate
    Mobile Phone
    Feb 24, 2024
  • Senior Advisor at Soltis Investment Advisors
    S. H.
    Senior Advisor
    Mobile Phone
    Oct 15, 2026
  • Senior Advisor at Soltis Investment Advisors
    T. G.
    Senior Advisor
    Mobile Phone
    Jun 24, 2026

Frequently Asked Questions

What are the largest departments at Soltis Investment Advisors?

Minus sign iconPlus sign iconBanking is the largest department at 61% of profiles with a known department, followed by Finance (13%) and Entrepreneurship (10%). Soltis Investment Advisors's workforce spans 11 departments.

How many employees does Soltis Investment Advisors have currently?

Minus sign iconPlus sign iconSoltis Investment Advisors has approximately 145 employees as of October 2026. These team members are located across 1 continents, including North America.

Who are Soltis Investment Advisors's key employees and leadership?

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As of October 2026, Soltis Investment Advisors's key employees include:

  • Vice President Finance: R. K.
  • Partner: M. B.
  • Wealth Manager: C. D.
  • Client Relationship Manager: L. W.
  • Client Relationship Manager: L. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Soltis Investment Advisors's most common email format?

Minus sign iconPlus sign iconSoltis Investment Advisors employees' email format typically follows the pattern of First@soltisadvisors.com. Trying to find reliable and up-to-date employee contact data? Find more Soltis Investment Advisors email formats with LeadIQ.

What is Soltis Investment Advisors known for?

Minus sign iconPlus sign iconSoltis Investment Advisors was founded in 1993 and operates in the Financial Services industry. You can contact Soltis Investment Advisors's main corporate office by phone at
+1-435-674-****
. Explore Soltis Investment Advisors's company overview page for more information.

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