Mitchell D. Anderson

SOLTIS INVESTMENT ADVISORS

Salt Lake City, UT 84101

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CRD#: 6377494

Professional summary

Mitchell Dean Anderson, who also goes by Mitch Anderson, Mitchell Anderson, is a registered financial advisor currently at SOLTIS INVESTMENT ADVISORS, LLC located in Salt Lake City, Utah.

Mitchell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Mitchell has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mitch Anderson | Mitchell Anderson

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.

1) FRAGASSO FINANCIAL ADVISORS. 610 SMITHFIELD STREET, SUITE 400, PITTSBURGH, PA 15222. REGISTERED INVESTMENT ADVISOR. INVESTMENT ANALYST. 120 HOURS/MO; 100 DURING TRADING HOURS. 2) FRAGASSO FINANCIAL ADVISORS. 610 SMITHFIELD STREET, SUITE 400, PITTSBURGH, PA 15222. DBA NAME. INVESTMENT ANALYST. 160 HOURS/MO; 130 DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchell Dean Anderson'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

April 21, 2023 - Present

SOLTIS INVESTMENT ADVISORS, LLC

Office #1: 222 S Main Ste 1776, Salt Lake City, UT 84101

RIA

CRD#: 154690

Salt Lake City, UT

Past

January 14, 2022 - March 9, 2023

SOLIDARITY WEALTH, LLC

RIA

CRD#: 315843

LEHI, UT

Past

August 2, 2018 - March 8, 2021

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

Pittsburgh, PA

Past

May 1, 2018 - March 11, 2021

FRAGASSO FINANCIAL ADVISORS

RIA

CRD#: 123255

PITTSBURGH, PA

Past

March 26, 2018 - March 26, 2018

LPL FINANCIAL LLC

RIA

CRD#: 6413

PITTSBURGH, PA

Past

March 26, 2018 - August 3, 2018

LPL FINANCIAL LLC

CRD#: 6413

PITTSBURGH, PA

Past

February 5, 2018 - March 26, 2018

WILLIAM BLAIR

RIA

CRD#: 1252

CHICAGO, IL

Past

March 19, 2015 - March 26, 2018

WILLIAM BLAIR

CRD#: 1252

CHICAGO, IL

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
(4/21/2023)

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 65

Date: 2/3/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/30/2015

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: 3/19/2015

General Securities 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

Firm Stability Insights

Mitchell D. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchell Dean Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOLIDARITY WEALTH, LLC

PRIVATE CLIENT SERVICES, LLC

FRAGASSO FINANCIAL ADVISORS

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WILLIAM BLAIR

WILLIAM BLAIR

Primary Firm SEC Registration

SOLTIS INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/3/2018

Series 63

Date: 5/30/2015

SIE

Date: 10/1/2018

Series 7

Date: 3/19/2015

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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