Liliana Zorrilla Kaufmann

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

• 09/2008 → 09/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Antonio, TX
• 09/2019 → Present
  Sanctuary Securities, Inc.
  Indianapolis, IN
• 09/2019 → Present
  Sanctuary Advisors, Llc
  Indianapolis, IN

Previous Registrations

• 2012-01-24 → 2019-09-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  El Paso, TX
  San Antonio, TX
  San Antonio, TX
  New York, NY
  San Antonio, TX
  San Antonio, TX
  Tucson, AZ
  San Antonio, TX
  Houston, TX
  Albany, NY

Other Businesses

1) BLESSED SACRAMENT CATHOLIC CHURCH POSITION: Finance Council Member NATURE: Blessed Sacrament is a Catholic Church and non-profit I NVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2026 ADDRESS: 600 Oblate Dr, San Antonio TX 78216, United States DESCRIPTION: Sit on a board of parishioners to help guide the pastor in the way the finances are spent for the church. No check writing ability and no advice given on the management of the church's assets. The council meets once a quarter.

Exams

• S66 Uniform Combined State Law Examination
  2012-01-20

Other Names

• Liliana Z Kaufmann
• Liliana Zorrilla
• Liliana Z Kaufman
• Liliana Zorrilla
• Liliana Kaufmann