James Thomas Moran
Investment adviser representative at Sanctuary Advisors, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Sanctuary Advisors, LLCSep 2025 to now
- Sanctuary Securities, Inc.Sep 2025 to now
- Ameriprise Financial Services, LLCSep 2020 to Sep 2025
- Atlas Financial Group, LLCNov 2019 to Sep 2020
- Cambridge Investment Research, Inc.Nov 2019 to Sep 2020
- Eagle Point Investment Advisors, Inc.May 2019 to Nov 2019
- LPL Financial, LLCJun 2018 to Nov 2019
- Robert Half Staffing AgencyFeb 2018 to Feb 2018
- UnemployedJan 2018 to Jun 2018
- Southern New Hampshire UniversitySep 2017 to Dec 2017
- Southern New Hampshire UniversitySep 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NH).
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
- 6655634
- Firm CRD
- 226606