Nathaniel
Barton
Soltis Investment Advisors, LLC
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About this Advisor
Nathaniel Barton is a financial advisor based in Salt Lake City, Utah, working with Soltis Investment Advisors, LLC. Nathaniel has previously held positions at Fidelity Brokerage Services, LLC, Web Solutions Inc, Ebay Inc, Provo City Parks And Recreations Department, Especially For Youth, Utah Valley University, Fidelity Brokerage Services LLC, and Soltis Investment Advisors LLC. Nathaniel has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Utah. Currently, Nathaniel is part of Soltis Investment Advisors, LLC, which operates out of Salt Lake City, Utah. The firm has 7 offices and 72 employees. The firm manages assets totaling $6.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Soltis Investment Advisors, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Soltis Investment Advisors, LLC Brokerage Details
$6,821,969,061
72
3,884
$1,756,429
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Nathaniel Barton Work History
Soltis Investment Advisors LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services, LLC
Ebay Inc
Web Solutions Inc
Provo City Parks And Recreations Department
Especially For Youth
Utah Valley University
Disclosures
Please visit the SEC profile of Nathaniel Barton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Soltis Investment Advisors, LLC
Saint George, UT
Saint George, UT
Saint George, UT
Saint George, UT
Saint George, UT
Salt Lake City, UT
Saint George, UT
Saint George, UT
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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