Joseph John Marus

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

• 04/2013 → 04/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenboro, NC
• 06/2013 → 04/2024
  Bank Of America, N.A.
  Greensboro, NC
• 04/2024 → Present
  Sanctuary Securities, Inc.
  Greensboro, NC
• 04/2024 → Present
  Sanctuary Advisors Llc
  Greensboro, NC

Previous Registrations

• 2013-05-30 → 2024-04-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greensboro, NC

Other Businesses

1) Name: Red Dog Farm Animal Rescue Position: Board Memeber Nature: Red Dog Farm is a non-profit 501c3 organization that helps foster, care for and place animals with new owners. Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 01/01/2024 Address: 8653 NC Hwy 65, Stokesdale NC 27357, United States Description: General strategic initiatives to grow the awareness of the organization and develop contacts to care for and help place the animals. Also, running events to raise awareness and donations to fund the cause. Reviewing the overall operation of the organization to help ensure it remains an ongoing concern.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-05-29
• S66 Uniform Combined State Law Examination
  2008-11-21

Other Names

• Jj John Marus