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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
CT RA APPROVED 2025-09-11
  • CT RA
    APPROVED
    Since 2025-09-11

Branch Locations

127 Washington Ave, North Haven, CT 06473 • United States

360 West 43Rd Street Apt S2E, New York, NY 10036 • 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
Wells Fargo Advisors Financial Network, Llc Old Greenwich CT 03/2021 08/2025
Skidmore College Saratoga Springs NY 08/2017 05/2021
Drumheller Dragons - Alberta Junior Hockey League (Ajhl) Drumheller, Alberta 08/2015 08/2017
Sanctuary Securities, Inc. North Haven CT 09/2025 Present
Sanctuary Advisors Llc North Haven CT 09/2025 Present
  • 03/2021 → 08/2025
    Old Greenwich, CT
  • 08/2017 → 05/2021
    Skidmore College
    Saratoga Springs, NY
  • 08/2015 → 08/2017
    Drumheller Dragons - Alberta Junior Hockey League (Ajhl)
    Drumheller, Alberta
  • 09/2025 → Present
    Sanctuary Securities, Inc.
    North Haven, CT
  • 09/2025 → Present
    North Haven, CT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-22
  • S66 Uniform Combined State Law Examination
    2023-02-22

View on SEC IAPD

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