Beau Mccoy Barrett

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

• 09/1998 → 09/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Indianapolis, IN
• 09/2009 → 09/2018
  Bank Of America, N.A.
  Indianapolis, IN
• 09/2018 → Present
  Sanctuary Securities, Inc.
  Indianapolis, IN
• 09/2018 → Present
  Sanctuary Advisors Llc
  Indianapolis, IN

Previous Registrations

• 1999-11-24 → 2018-10-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Indianapolis, IN
  Indianapolis, IN
  Greenwood, IN
  Indianapolis, IN
  Indianapolis, IN
  Greenwood, IN
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  1999-11-10

Designations

• Certified Financial Planner

Other Names

• Beau M Barrett