Elias Sanchez

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 08/2015 → 05/2019
  Sanctuary Advisors, Llc
  Chicago, IL
• 05/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 04/2012 → 05/2019
  David A. Noyes & Company
  Chicago, IL
• 07/2019 → Present
  Bank Of America, N.A.
  Chicago, IL

Previous Registrations

• 2015-08-11 → 2019-06-10
  Sanctuary Advisors, Llc
  Chicago, IL
• 2012-04-24 → 2015-08-11
  Sanctuary Securities, Inc.
  Miami, FL
• 2005-11-04 → 2012-04-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  Chicago, IL
• 2004-05-03 → 2005-11-09
  Morgan Stanley Dw Inc.
  Oak Brook, IL

Other Businesses

I*124199 For profit or not for profit: For-Profit Organization Name of outside business organization: Soccer Referee Investment related: N Address of business: Hinsdale, Illinois 60521 Nature of business: Other,I contract to officiate individual soccer games. Position, title, association: Part-Time, Start date of relationship: 2/1/2019 Number of hours devoted: 20 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: I officiate soccer games at the youth, adult and college levels for a set game fee. I*396198 For profit or not for profit: Entity For Profit Name of outside business organization: Eli Sanchez Soccer Referee Investment related: N Address of business: Hinsdale, Illinois, 60521 Nature of business: ["Sole Proprietorship"] Position, title, association: ["Consultant/Independent Contractor"], Start date of relationship: 1/1/2022 Number of hours devoted: 7 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , I officiate soccer games at the youth, adult and college levels for a set game fee.

Exams

• S66 Uniform Combined State Law Examination
  2004-05-01

Other Names

• Eli Sanchez
• Elias Sanchez