Courtney Lee Bonacci
Investment adviser representative at Sanctuary Advisors, LLC
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$34.9BFirm assets
Are you Courtney Lee Bonacci? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
24 years in the industry.
- Sanctuary Advisors, LLCJul 2019 to now
- Sanctuary Securities, Inc.Jul 2019 to now
- UBS Financial Services Inc.Dec 2002 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (PA).
Sanctuary Advisors, LLC
$34.9BAssets managed
19,540Clients
400Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1693611
- Firm CRD
- 226606