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Patricia Louise Rizzi

Sanctuary Advisors, LLC

Littleton, CO

CRD 6266355

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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
CO RA APPROVED 2024-11-06
  • CO RA
    APPROVED
    Since 2024-11-06

Branch Locations

2679 Main Street Suite 315, Littleton, CO 80120 • 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
Ameriprise Financial Services, Inc. Denver CO 12/2015 03/2020
Ameriprise Financial Services, Llc Denver CO 03/2020 11/2024
Sanctuary Securities, Inc. Littleton CO 11/2024 Present
Sanctuary Advisors Llc Littleton CO 11/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-21
  • S66 Uniform Combined State Law Examination
    2018-07-21
Other Names
  • Patricia Louise Leannah
  • Patti Rizzi

View on SEC IAPD

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