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Robert Montierth

Sanctuary Advisors, LLC

Walnut Creek, CA

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Current Employers
Sanctuary Advisors, Llc

1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-17
TX RA APPROVED 2026-04-17
  • CA RA
    APPROVED
    Since 2026-04-17
  • TX RA
    APPROVED
    Since 2026-04-17

Branch Locations

1777 Botelho Drive Suite 210, Walnut Creek, CA 94596 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 08/2010 04/2026
Bank Of America Na Walnut Creek CA 01/2011 04/2026
Sanctuary Securities, Inc. Walnut Creek CA 04/2026 Present
Sanctuary Advisors Llc Walnut Creek CA 04/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-11-09
  • S66 Uniform Combined State Law Examination
    2010-11-09

View on SEC IAPD

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Other Offices

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
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