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Ryan Heath Harris

Sanctuary Advisors, LLC

Colorado Springs, CO

CRD 5410337

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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
CO RA APPROVED 2024-03-22
TX RA APPROVED 2024-03-22
  • CO RA
    APPROVED
    Since 2024-03-22
  • TX RA
    APPROVED
    Since 2024-03-22

Branch Locations

2 N Cascade Ave Suite 1490, Colorado Springs, CO 80903 • 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 Colorado Springs CO 08/2007 04/2018
Bank Of America, N.A. Colorado Springs CO 12/2009 04/2018
Sanctuary Securities, Inc. Colorado Springs CO 11/2023 Present
Radz Enterprise Llc Colorado Springs CO 05/2018 Present
Sanctuary Advisors Llc Colorado Springs CO 03/2024 Present
Previous Registrations
Other Businesses

1) Name: RADZ Enterprise LLC Position: Partner Nature: Family holding company comprised of RHH Exchange LLC (eCommerce business), Harris Consulting LLC (Executive Leadership Coaching), Pilates with Debbie LLC (Wife's Pilates business), and Debbie Harris Decor LLC (wife's non active home decor business).Investment Related: No Hours: 50 Securities Trading Hours: 10 Start Date: 1/1/2017 Address: 1562 Gold Hill Mesa Dr, Colorado Springs CO 80905, United States Description: Run all operations of the business. 2) Name: RADZ Retreat LLC Position: Partner Nature: Real estate rental of RV sites Investment Related: No Hours: 10 Securities Trading Hours: 1 Start Date: 10/1/2021 Address: 1015 CR 346, Walsenburg CO 81089, USA Description: Manage reservations 3) INTEGRATED WEALTH HOLDINGS POSITION: Partner NATURE: Non-operating holding company to own Wigand Integrated Wealth, Wigand Integrated Tax and Advisory, and possibleother subsidiaries. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 6/5/2024 ADDRESS: 2 N Cascade Ave Ste 1490, Colorado Springs CO 80903, USA DESCRIPTION: Administer and oversee typical holding company activities, which are primarily administrative. This company will notserve clients directly, but rather own the subsidiaries that do. 4) WIGAND INTEGRATED TAX AND ADVISORY POSITION: Partner NATURE: Operating entity to provide tax, accounting, and other non-investment related advice and services ("non-investmentrelated advice and services being defined as those that will not create the requirement for registration as an RIA). INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 6/5/2024 ADDRESS: 2 N Cascade Ave Ste 1490, Colorado Springs CO 80903, United States DESCRIPTION: Tax planning and preparation for clients

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-21
  • S66 Uniform Combined State Law Examination
    2024-03-21
Designations
  • Certified Financial Planner
Other Names
  • Ryan Heath Harris
  • Ryan H Harris

View on SEC IAPD

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