Ryan L. Croy

SOLTIS INVESTMENT ADVISORS | Planning Consultant

Broomfield, CO 80021

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CRD#: 6910675

Professional summary

Ryan Lance Croy, who also goes by Ryan Croy, is a registered financial advisor currently at SOLTIS INVESTMENT ADVISORS, LLC located in Broomfield, Colorado.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Ryan has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

Biography

As a Planning Consultant, it is my objective to empower my clients and their families to grow and protect their wealth and simplify their financial lives. I will partner with you to understand your short- and long-term goals and to help you build a financial plan that is tailored to meet your unique needs

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan Croy

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Lance Croy'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

Education

Arizona State University

Bachelor of Business Administration - Financial Planning

University of Colorado

Bachelor of Biomedical Science - Biochemistry

Colorado State University

Bachelor of Accountancy - Accounting

Experience

Current

April 3, 2025 - Present

SOLTIS INVESTMENT ADVISORS, LLC

Office #1: 390 Interlocken Crescent #350, Broomfield, CO 80021

RIA

CRD#: 154690

Broomfield, CO

Past

September 13, 2022 - February 24, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BROOMFIELD, CO

Past

August 29, 2022 - February 24, 2025

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

BROOMFIELD, CO

Past

May 1, 2018 - July 27, 2021

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

DENVER, CO

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

Colorado
(4/3/2025)

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 65

Date: 9/9/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/10/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/23/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 5/1/2018

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.

Contact information

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Advisor Monitoring

Firm Stability Insights

Ryan L. Croy

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Lance Croy's CRS (Customer Relationship Summary).

Certified licenses

Education

Arizona State University

University of Colorado

Colorado State University

Experience

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

SOLTIS INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/9/2022

Series 63

Date: 5/10/2018

Series 7TO

Date: 6/23/2020

SIE

Date: 10/1/2018

Series 6

Date: 5/1/2018

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

Contact information

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