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Cynthia Montgomery Georghiou

Sanctuary Advisors, LLC

Westlake Village, CA

CRD 6883545

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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
CA RA APPROVED 2026-06-12
TX RA APPROVED 2026-06-12
  • CA RA
    APPROVED
    Since 2026-06-12
  • TX RA
    APPROVED
    Since 2026-06-12

Branch Locations

30930 Russell Ranch Road Suite 250, Westlake Village, CA 91362 • 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 West Lake Village CA 11/2017 06/2026
Blue Source Inc Oxnard CA 04/2008 11/2017
Bank Of America, N.A. West Lake Village CA 04/2018 06/2026
Sanctuary Securities, Inc. Westlake Village CA 06/2026 Present
Sanctuary Advisors Llc Westlake Village CA 06/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-16
  • S66 Uniform Combined State Law Examination
    2018-02-16
Other Names
  • Cynthia Deweice Montgomery
  • Cindy Georghiou

View on SEC IAPD

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