Luke Roy Mckelvy

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

• 10/1997 → 09/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Laguna Hills, CA
• 09/2009 → 09/2022
  Bank Of America,N.A.
  Laguna Hills, CA
• 09/2022 → Present
  Sanctuary Securities, Inc.
  Aliso Viejo, CA
• 09/2022 → Present
  Sanctuary Advisors, Llc
  Aliso Viejo, CA

Previous Registrations

• 2000-08-22 → 2022-09-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Laguna Hills, CA
  Irvine, CA

Other Businesses

1) AURIC CAPITAL PARTNERS POSITION: Officer/Director NATURE: Team outside business activity OBA INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 9/9/2022 ADDRESS: 30 Enterprise, Aliso Viejo CA 92656, United States DESCRIPTION: Owner of Auric

Exams

• S66 Uniform Combined State Law Examination
  2000-07-24

Other Names

• Luke R Mckelvy