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Maizy May Hall

Investment Adviser Representative at Soltis Investment Advisors, LLC

Bellevue, WACRD #8009300Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Maizy May Hall is an investment adviser representative with Soltis Investment Advisors, LLC in Bellevue, WA, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Washington.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/31/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Soltis Investment Advisors, LLCCurrent
11/12/2024 – Bellevue, WA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Soltis Investment Advisors LLC
    Apr 2024 – no end date reportedSeattle, WA
  2. Albertsons
    Aug 2019 – Sep 2020Eugene, OR
  3. Morningside Capital
    Jun 2022 – Aug 2022Houston, TX
  4. Sushi Pure
    Aug 2022 – Dec 2022Eugene, OR
  5. Killer Burger
    Jan 2023 – Mar 2024Eugene, OR
  6. Taco Cabana
    Sep 2016 – May 2017Austin, TX
  7. Snapology
    May 2016 – Aug 2019Austin, TX
  8. McCallum High School
    Apr 2014 – Jun 2018Austin, TX
  9. University of Oregon
    Sep 2018 – Jun 2023Eugene, OR

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)
Firm's annual rate schedule by assets
  • 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.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Wealth ManagementRetirement PlanningFee-onlyFiduciaryInstitutional Retirement PlansFinancial PlanningInvestment Management

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

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 profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Maizy May Hall 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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