Dylan O'shea
Investment adviser representative at Sanctuary Advisors, LLC
14 yearsExperience
2 statesRegistered in
$34.9BFirm assets
11 yearsFirm in business
Are you Dylan O'shea? Claim your profile
Contact this firm
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
14 years in the industry.
- Sanctuary Advisors, LLCOct 2022 to now
- Sanctuary Securities, Inc.Oct 2022 to now
- Bank of America N.AJun 2012 to Oct 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2012 to Oct 2022
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 5986005
- Firm CRD
- 226606