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Ann W. Hollis-Young

Sanctuary Advisors, LLC

Brentwood, TN

Miami, FL

CRD 5386418

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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:

Current Employers
Sanctuary Advisors, Llc

1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2019-06-24
TX RA APPROVED 2019-06-21
  • TN RA
    APPROVED
    Since 2019-06-24
  • TX RA
    APPROVED
    Since 2019-06-21

Branch Locations

5205 Maryland Way, Suite 320, Brentwood, TN 37027 • United States

1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Brentwood TN 07/2007 Present
Bank Of America,N.A. Brentwood TN 06/2011 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-19
  • S66 Uniform Combined State Law Examination
    2007-10-19
Other Names
  • Ann Whitton Hollis
  • Ann Whitton-Hollis
  • Ann Young
  • Ann Hollis-Young

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CALDWELL ADVISORS, LLC
TRANQUILITY PARTNERS, LLC

Nearby Investors

BARRY KIRK MCCALL
BENJAMIN THOMAS BASS
STERLING AUSTIN COLEY

Nearby Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BRENTWOOD, TN
CALDWELL ADVISORS, LLC · BRENTWOOD, TN
TRANQUILITY PARTNERS, LLC · BRENTWOOD, TN

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