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Melissa Rankin

Investment adviser representative at Sanctuary Advisors, LLC
19 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

19 years in the industry.

  1. Sanctuary Advisors, LLCNov 2019 to now
  2. Bank of America, N.A.Sep 2019 to now
  3. UnemployedOct 2017 to Sep 2019
  4. Bank of America, N.A.Nov 2014 to Sep 2017
  5. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2007 to Sep 2017

Exams passed

  • Series 66 · Uniform Combined State Law2013

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
5274461
Firm CRD
226606
Advisor's SEC record (opens in a new tab)
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