Albert Donald Erb

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

• 08/2015 → 01/2021
  Lincoln Financial Investment Services Corporation
  Radnor, PA
• 01/2021 → 03/2021
  Unemployed
  Greensboro, NC
• 03/2021 → 08/2022
  Plybon & Associates, Inc.
  Greensboro, NC
• 08/2022 → 05/2024
  Forvis Wealth Advisors Llc
  High Point, NC
• 06/2024 → 03/2025
  Forvis Mazars Wealth Advisors Llc
  Greensboro, NC
• 04/2025 → Present
  Sanctuary Advisors Llc
  Greensboro, NC

Previous Registrations

• 2022-08-30 → 2025-03-31
  Forvis Mazars Wealth Advisors, Llc
  High Point, NC
  Springfield, MO
  Winston-Salem, NC
  Pinehurst, NC
  Greensboro, NC
• 2021-03-31 → 2022-07-15
  M Holdings Securities, Inc.
  Portland, OR
  Greensboro, NC

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-06-26

Designations

• Certified Financial Planner

Other Names

• Albert Erb
• Albert Donald Erb
• Trey Erb
• Albert D Erb