Dylan O'SHea

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

• 03/2012 → 10/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 06/2012 → 10/2022
  Bank Of America N.A
  New York, NY
• 10/2022 → Present
  Sanctuary Securities, Inc.
  Morristown, NJ
• 10/2022 → Present
  Sanctuary Advisors, Llc
  Morristown, NJ

Previous Registrations

• 2012-03-30 → 2022-10-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY

Other Businesses

1) TEACH FOR AMERICA POSITION: Advisory Board Member NATURE: Teach For America New Jersey corps members, alumni, schools, and partners are working together to make sure all children have the opportunity to attend great neighborhood schools that support, inspire, and challenge them to become those leaders. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2024 ADDRESS: 50 Park Place, 2nd Floor, Newark NJ 07102, United States DESCRIPTION: Volunteer board member to raise awareness of mission

Exams

• S66 Uniform Combined State Law Examination
  2012-02-14

Other Names

• Dylan Oshea
• Dylan L O'SHea
• Dylan L Oshea