Juan Felipe Becerra
Investment adviser representative at Sanctuary Advisors, LLC
10 yearsExperience
2 statesRegistered in
$34.9BFirm assets
11 yearsFirm in business
Are you Juan Felipe Becerra? 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
10 years in the industry.
- Sanctuary Advisors, LLCDec 2025 to now
- Sanctuary Securities, Inc.Jan 2025 to now
- Bergenfield BilliardsSep 2023 to Dec 2024
- Goldman Sachs & Co. LLCJul 2016 to Aug 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2025
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
- 6508669
- Firm CRD
- 226606