William A Schellenberg
Investment adviser representative at Sanctuary Advisors, LLC
29 yearsExperience
2 statesRegistered in
$34.9BFirm assets
11 yearsFirm in business
Are you William A Schellenberg? 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
29 years in the industry.
- Sanctuary Advisors, LLCSep 2022 to now
- Sanctuary Securities, Inc.Sep 2022 to now
- Bank of America, N.A.Jun 2011 to Sep 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 1997 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 2376086
- Firm CRD
- 226606