Kelly Dean Milligan
Investment adviser representative at Sanctuary Advisors, LLC
26 yearsExperience
2 statesRegistered 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
26 years in the industry.
- Sanctuary Advisors, LLCApr 2021 to now
- Sanctuary WealthApr 2021 to now
- Bank of America,N.A.Jun 2011 to Apr 2021
- Merrill LynchJan 2000 to Apr 2021
Exams passed
- Series 66 · Uniform Combined State Law2000
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
- 4122399
- Firm CRD
- 226606