Unclaimed Profile

Timothy Matthew Brann

SOLTIS INVESTMENT ADVISORS, LLC·ST. GEORGE, Utah

Series 3, Series 4, Series 7, Series 9, Series 10, Series 55, Series 63Clean record17 years registeredSOLTIS INVESTMENT ADVISORS, LLC

20 NORTH MAIN, ST. GEORGE, UT 84770CRD# 3121105Firm CRD# 154690

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Matthew Brann · ST. GEORGE, UT

Registration

CRD #3121105 · SOLTIS INVESTMENT ADVISORS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

SOLTIS INVESTMENT ADVISORS, LLC

Apr 2019 – present

SLATESTONE WEALTH LLC

Oct 2017 – Jan 2019

Southlake, TX

BOSTON PRIVATE WEALTH LLC

Nov 2014 – Oct 2016

PLANO, TX

BANYAN PARTNERS, LLC

Jul 2012 – Nov 2014

KELLER, TX

FACULTY ADVISORS, INC.

Apr 2009 – Mar 2010

IRVING, TX

Registrations & Exams

FINRA examinations passed

Series 3

Series 4

Series 7

Series 9

Series 10

Series 55

Series 63

Registration record

First registered · April 13, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SOLTIS INVESTMENT ADVISORS, LLC

CRD 154690 · SEC 801-71833

AUM

$6.8B

Regulatory assets under management

Employees

3,884 client accounts

Services offered by SOLTIS INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SOLTIS INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Timothy Matthew Brann offer?

Timothy Matthew Brann specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. GEORGE, Utah for a consultation.

What are Timothy Matthew Brann's credentials?

Timothy Matthew Brann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Matthew Brann located?

Timothy Matthew Brann is based in ST. GEORGE, Utah, working with SOLTIS INVESTMENT ADVISORS, LLC. Their office serves clients in the ST. GEORGE metropolitan area and surrounding communities.

How does Timothy Matthew Brann charge for services?

Timothy Matthew Brann's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SOLTIS INVESTMENT ADVISORS, LLC?

SOLTIS INVESTMENT ADVISORS, LLC has approximately 72 employees and manages $6.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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