David Allan Kania
Investment adviser representative at Sanctuary Advisors, LLC
16 yearsExperience
1 stateRegistered in
$34.9BFirm assets
11 yearsFirm in business
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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
16 years in the industry.
- Sanctuary Advisors, LLCMar 2022 to now
- Umb Distribution Services, LLCJan 2021 to now
- First Pacific AdvisorsDec 2020 to now
- Bragg Financial Advisors, Inc.Sep 2019 to Dec 2020
- UnemployedSep 2018 to Sep 2019
- Edward JonesJun 2018 to Sep 2018
- UnemployedNov 2017 to Jun 2018
- Sentinel Financial Services CompanyApr 2010 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 3031965
- Firm CRD
- 226606