William A Schellenberg

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

• 05/1997 → 09/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Laguna Hills, CA
• 06/2011 → 09/2022
  Bank Of America, N.A.
  Irvine, CA
• 09/2022 → Present
  Sanctuary Securities, Inc.
  Aliso Viejo, CA
• 09/2022 → Present
  Sanctuary Advisors, Llc
  Aliso Viejo, CA

Previous Registrations

• 1997-07-08 → 2022-09-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Laguna Hills, CA
  Laguna Hills, CA
  Irvine, CA

Other Businesses

1) Name: Mission Viejo Country Club Position: BOD/ Golf Chair Nature: Club provides golf, swimming, tennis and dining. Investment Related: No Hours: 10Securities Trading Hours: 0Start Date: 09/01/2021 Address: 26200 Country Club Dr., Mission Viejo CA 92691, United States Description: Golf Committee Chairman Scheduling golf events, tournaments. 2) 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, Suite 100, Aliso Viejo CA 92656, United States DESCRIPTION: Owners of Auric

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-08-26
• S63 Uniform Securities Agent State Law Examination
  1993-08-06

Other Names

• Bill Schellenberg
• William Alan Schellenberg