Skip to content

Michael H Longley

Investment adviser representative at Sanctuary Advisors, LLC
16 yearsExperience
1 stateRegistered in
$34.9BFirm assets
11 yearsFirm in business

Are you Michael H Longley? Claim your profile

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.

  1. Sanctuary Advisors, LLCSep 2017 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2010 to now

Exams passed

  • Series 66 · Uniform Combined State Law2009

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
4896219
Firm CRD
226606
Advisor's SEC record (opens in a new tab)
CallContact this firm