TrueAdvisor
TrueAdvisor
AH
AH

Ann W. Hollis-Young

Sanctuary Advisors, LLC
18 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
Sanctuary Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
357 advisors
Number of Clients
17,567 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$27.7B

Fee Structure

Location

5205 Maryland Way, Suite 320, Brentwood, TN, 37027

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Sanctuary Securities, INC.
June 2019 - Present · 6 yrs 8 mos
Sanctuary Advisors, LLC
June 2019 - Present · 6 yrs 8 mos
Sanctuary Securities, INC.Broker
June 2019 - Present · 6 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2007 - June 2019 · 11 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2007 - June 2019 · 11 yrs 8 mos
State Registrations26 states
ALARCACOCTFLGAILINKSKYLAMAMIMSNCNJNVNYOHPASCTNTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.