Steven Michael Longo

Employer firm

Sanctuary Advisors, LLC CRD 226606

$34.9B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2011 → 08/2020
  Bank Of America, N.A.
  Slidell, LA
• 01/2001 → 08/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Slidell, LA
• 08/2020 → Present
  Sanctuary Wealth
  Slidell, LA

Previous Registrations

• 2004-02-04 → 2020-08-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Slidell,, LA
  Mandeville, LA

Exams

• S66 Uniform Combined State Law Examination
  2003-12-09

Other Names

• Steve Longo