Robert Glenwood Gilliland

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

• 10/2003 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 09/2009 → Present
  Bank Of America, N.A.
  Houston, TX

Previous Registrations

• 2003-10-03 → 2020-02-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
  Houston, TX
  Houston, TX
• 2001-03-27 → 2003-10-15
  Citigroup Global Markets Inc.
  Houston, TX

Other Businesses

(1) For profit or not for profit: For-Profit Organization Name of outside business organization: Gill7 LLC DBA BDG Outdoors Investment related: N Address of business: Spring, Texas 77379 Nature of business: LLC, (Fishing App.) Position, title, association: President (Family Held), Start date of relationship: 12/2017 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 2 Duties: My family is starting an outdoor recreation services company. My limited responsibilities will be to help manage the business at night and on weekends. (2) Northland Syllian Field, Board Position. 3/2018. (3) Name: Gill 7 II, LLC Position: Manager Nature: This is an LLC that has been established for acquisitions of RIAs, CTP advisors and tuck-ins. Investment Related: Yes Hours: 15 Securities Trading Hours: 2 Start Date: 10/12/2007 Address: 1418 Hatchmere Pl, Spring TX 77379-5622, United States. Description: I will be the manager. (4) SMARTASSET POSITION: Ambassador for SmartAsset. NATURE: SmartAsset is a lead generation service for financial advisors. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 7/31/2024 ADDRESS: 122 East 42nd Street, Suite 4300, New York NY 10168, United States DESCRIPTION: Ambassador for SmartAsset-marketing 5) ESTATE OF AL GILLILAND. Family. POSITION: Co Executor NATURE: Family estate. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/14/2025 ADDRESS: 15377 Memorial Drive, Houston TX 77079, United States DESCRIPTION: Executor of family estate.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-04-18
• S63 Uniform Securities Agent State Law Examination
  1995-12-29

Other Names

• Robert G Gilliland