Selby M. Fauatea

SOLTIS INVESTMENT ADVISORS

Lehi, UT 84045

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CRD#: 5147977

Professional summary

Selby Moleli Fauatea, who also goes by Selby M Fauatea, Selby Moleli Fauatea, Selby Fauatea, is a registered financial advisor currently at SOLTIS INVESTMENT ADVISORS, LLC located in Lehi, Utah.

Selby is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Selby has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Selby M Fauatea | Selby Moleli Fauatea | Selby Fauatea

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

[Insurance brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 150 W Civic Center Dr, Suite 600, Sandy, UT 84070; start 07/2020; Commissions; insurance related; insurance broker; 10 hours per month, 5 during securities trading hours] [OPERATING UNDER THE DBA NAME OF ETHINGTON FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (SOUTH JORDAN UTAH); START DATE: 02/2023] [CCWS Alumni Association - Utah; The purpose of this non profit is to raise scholarship funds for students that attend the CCWS High School in Samoa; P.O. Box 57215 Murray, UT 84157; Start Date 05/2021; Role/Title: Volunteer; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; treasurer]

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Selby Moleli Fauatea's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 18, 2025 - Present

SOLTIS INVESTMENT ADVISORS, LLC

Office #1: 2600 W. Executive Parkway, Suite 120, Lehi, UT 84045

RIA

CRD#: 154690

Lehi, UT

Past

February 1, 2023 - June 17, 2024

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

SOUTH JORDAN, UT

Past

September 28, 2020 - June 17, 2024

NYLIFE SECURITIES LLC

CRD#: 5167

SOUTH JORDAN, UT

Past

July 13, 2018 - April 1, 2020

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

November 4, 2010 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

SALT LAKE CITY, UT

Past

January 7, 2010 - March 31, 2020

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SALT LAKE CITY, UT

Past

June 11, 2009 - December 9, 2009

E*TRADE SECURITIES LLC

CRD#: 29106

SANDY, UT

Past

January 1, 2008 - February 10, 2009

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SALT LAKE CITY, UT

Past

October 16, 2006 - January 1, 2008

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SALT LAKE CITY, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SOLTIS INVESTMENT ADVISORS, LLC

CRD#: 154690 / SEC#: 801-71833

RIA

Registered Investment Advisory firm - (9/20/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(7/18/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/15/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/14/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/4/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/13/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SOLTIS INVESTMENT ADVISORS, LLC

CRD#: 154690 / SEC#: 801-71833

RIA

Registered Investment Advisory firm - (9/20/2010 Approved)

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Contact information

Main Address

20 North Main Suite 400, St. George, UT 84770

Mailing Address

Phone number

(435) 674-1600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SOLTIS BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	4,499
AUM (Assets Under Management)	$ 8,352,553,865

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

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Selby M. Fauatea

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Selby Moleli Fauatea's CRS (Customer Relationship Summary).

Certified licenses

Experience

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

E*TRADE SECURITIES LLC

FIDELITY BROKERAGE SERVICES LLC

FIDELITY DISTRIBUTORS COMPANY LLC

Primary Firm SEC Registration

SOLTIS INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/15/2010

Series 63

Date: 11/14/2006

SIE

Date: 10/1/2018

Series 7

Date: 4/4/2008

Series 6

Date: 10/13/2006

Current Firm

SOLTIS INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SOLTIS INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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