Derek Ezra Tanuvasa
Investment Adviser Representative at Soltis Investment Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Derek Ezra Tanuvasa is an investment adviser representative with Soltis Investment Advisors, LLC in Salt Lake City, UT, where they have been registered since 2023. They have worked in the securities industry since 2019 and have been registered with 3 firms, including Fidelity Personal and Workplace Advisors and Firstpurpose Wealth LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Utah.
Office
Advisors at this office: 10
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Utah Valley UniversityAug 2015 – Dec 2018Orem, UT
- Vivint, Inc.May 2016 – Apr 2017Provo, UT
- Merrill Lynch - Bank of AmericaJun 2018 – Aug 2018Salt Lake City, UT
- Fidelity Brokerage Services, LLCJan 2019 – Apr 2021American Fork, UT
- FirstPurpose WealthApr 2021 – Jan 2022Orem, UT
- DFPG Investments, LLCMay 2021 – Jan 2022Sandy, UT
- Fidelity InvestmentsJan 2022 – Jul 2023Salt Lake City, UT
- Soltis Investment Advisors LLCAug 2023 – no end date reportedSt George, UT
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Soltis Investment Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
- Firm account minimum
- $750,000 (waivable)
- Up to $1,000,0001.25%
- $1,000,000 - $2,000,0001.15%
- $2,000,000 - $5,000,0000.90%
- $5,000,000 - $10,000,0000.80%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Individual wealth management, retirement planning, and institutional and retirement plan services, offered through a fee-only, fiduciary model using a proprietary investment analysis process.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 83
- Offices listed on AdvisorFinder:
- 8
- Main office:
- St. George, UT
- SEC file number:
- 801-71833
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 9, 2026
View full firm profileOther advisors at Soltis Investment Advisors, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Derek Ezra Tanuvasa has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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