Albert Donald Erb
Investment adviser representative at Sanctuary Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$34.9BFirm assets
Are you Albert Donald Erb? 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
11 years in the industry.
- Sanctuary Advisors, LLCApr 2025 to now
- Forvis Mazars Wealth Advisors LLCJun 2024 to Mar 2025
- Forvis Wealth Advisors LLCAug 2022 to May 2024
- Plybon & Associates, Inc.Mar 2021 to Aug 2022
- UnemployedJan 2021 to Mar 2021
- Lincoln Financial Investment Services CorporationAug 2015 to Jan 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 6210597
- Firm CRD
- 226606