Robert Sollis has been Managing Member & Chief Compliance Officer of Taurum Retirement Partners since October 2015, is a control person of the firm and directly owns 75% or more of it. Robert Sollis studied at Kaplan Schweitzer University.
Taurum Retirement Partners, LLC is a Mesa, AZ firm with $156M under management, 127 clients and 2 advisers in one office, as of its March 2026 filing.
Robert V. Sollis is Principal of Taurum Retirement Partners, LLC, based in Mesa, Arizona. He started his career with Fidelity Investments, where he spent 13 years as an Account Executive. In 2012 he left Fidelity and founded Allay Financial Services, which merged into Taurum Retirement Partners in 2016.
Robert Sollis’ longest registration is the current one, 10 years at Taurum Retirement Partners since 2016. Before joining Taurum Retirement Partners in 2016, Robert Sollis was registered through Gallacher Capital Management, LLC and Strategic Advisers, Inc.
- – present · 10 yearsMesa, AZ · Adviser representative · Firm CRD 282017
- Gallacher Capital Management, LLC– · 3 yearsLone Tree, CO · Adviser representative · Firm CRD 113189
- Strategic Advisers, Inc.– · 4 yearsChandler, AZ · Adviser representative · Firm CRD 104555
Professional designations
Listed by Taurum Retirement Partners
- Chartered Financial Consultant (ChFC®)
Investment adviser representative registrations
Robert Sollis is registered as an investment adviser representative in 2 states. The first approvals date from January 2016; the most recent is Utah, in August 2022.
- ArizonaSince 5 January 2016
- UtahSince 9 August 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 29 January 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 March 2000 |
| Series 7 | General Securities Representative Examination | 7 March 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Verlin Sollis
- CRD
- 4131485
- Firm
- Taurum Retirement Partners · CRD 282017
- Role
- Managing Member & Chief Compliance Officer
- Office
- 1921 S ALMA SCHOOL ROAD SUITE 308, Mesa, AZ 85210
- Registration
- Investment adviser registration
- In the industry since
- November 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- taurumfinancial.com
Where does Robert Sollis work?
Robert Sollis has been Managing Member & Chief Compliance Officer of Taurum Retirement Partners, LLC since October 2015, and is a control person of the firm.
Is Robert Sollis a financial advisor?
Yes. Robert Sollis has a current investment-adviser registration in Arizona and Utah, through Taurum Retirement Partners since January 2016.
How many years of experience does Robert Sollis have?
Robert Sollis has 18 years in the financial industry, since November 2007, across 3 adviser firms.
What exams has Robert Sollis passed?
Robert Sollis has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in March 2000. FINRA credited Robert Sollis with the SIE, which began in October 2018.
Where did Robert Sollis work before Taurum Retirement Partners?
Before Taurum Retirement Partners, Robert Sollis was registered through Gallacher Capital Management, LLC, October 2012 to December 2015; Strategic Advisers, Inc., October 2007 to October 2012.
Where is Robert Sollis based?
Robert Sollis’ registered office is in Mesa, AZ.
Is Robert Sollis registered with FINRA?
No. Robert Sollis has no current broker registration.
How can I verify Robert Sollis’ record?
Search CRD 4131485 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Sollis’ full registration record.