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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
NJ RA APPROVED 2026-01-27
NY RA APPROVED 2025-12-19
  • NJ RA
    APPROVED
    Since 2026-01-27
  • NY RA
    APPROVED
    Since 2025-12-19

Branch Locations

30 Montgomery Street Suite 970, Jersey City, NJ 07302 • United States

Long Island City, NY • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company Rego Park NY 12/2013 09/2016
Nylife Securities Llc Rego Park NY 01/2014 09/2016
Eagle Strategies Llc Rego Park NY 10/2014 09/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bayside NY 09/2016 06/2023
Bank Of America, N.A. Bayside NY 01/2017 06/2023
Citi - Wealth Advisors Queens NY 07/2023 12/2025
Sacntuary Securities, Inc. Jersey City NJ 12/2025 Present
Sanctuary Advisors Llc Jersey City NJ 12/2025 Present
  • 12/2013 → 09/2016
    New York Life Insurance Company
    Rego Park, NY
  • 01/2014 → 09/2016
    Nylife Securities Llc
    Rego Park, NY
  • 10/2014 → 09/2016
    Rego Park, NY
  • 09/2016 → 06/2023
    Bayside, NY
  • 01/2017 → 06/2023
    Bank Of America, N.A.
    Bayside, NY
  • 07/2023 → 12/2025
    Citi - Wealth Advisors
    Queens, NY
  • 12/2025 → Present
    Sacntuary Securities, Inc.
    Jersey City, NJ
  • 12/2025 → Present
    Jersey City, NJ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-04-07
S63 Uniform Securities Agent State Law Examination 2008-11-15
  • S65 Uniform Investment Adviser Law Examination
    2009-04-07
  • S63 Uniform Securities Agent State Law Examination
    2008-11-15
Designations
  • Certified Financial Planner

View on SEC IAPD

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