James J Otley
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, LLCApr 2019 to now
- Sanctuary Securities, Inc.Apr 2019 to now
- Bank of America, N.A.Jun 2011 to Apr 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2010 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 4431311
- Firm CRD
- 226606