Ryan
Croy
Soltis Investment Advisors, LLC
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About this Advisor
Ryan Croy is a financial advisor based in Broomfield, Colorado, working with Soltis Investment Advisors, LLC. Ryan has previously worked at Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, Bestbuy, Three Peaks Deli, American Income Life, Pizza Hut, Blackjack Pizza, Hungry Buffs, Dominos Pizza, Flagstaff House, Fidelity Investments, University Of Colorado Boulder, and Soltis Investment Advisors LLC. Ryan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Ryan is part of Soltis Investment Advisors, LLC, which operates out of Broomfield, Colorado. The firm has 9 offices and 95 employees. Soltis Investment Advisors, LLC manages assets totaling $8.4 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Soltis Investment Advisors, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Soltis Investment Advisors, LLC Brokerage Details
$8,352,553,865
95
4,499
$1,856,536
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Ryan Croy Work History
Soltis Investment Advisors LLC
Fidelity Investments
Flagstaff House
University Of Colorado Boulder
Wells Fargo Clearing Services, LLC
Pizza Hut
Blackjack Pizza
Wells Fargo Bank, Na
Bestbuy
Three Peaks Deli
American Income Life
Hungry Buffs
Dominos Pizza
Disclosures
Please visit the SEC profile of Ryan Croy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Soltis Investment Advisors, LLC
Saint George, UT
Saint George, UT
Saint George, UT
Southlake, TX
Saint George, UT
Saint George, UT
Broomfield, CO
Gilbert, AZ
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