Kerry A Bliss
Investment adviser representative at Sanctuary Advisors, LLC
21 yearsExperience
3 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
21 years in the industry.
- Sanctuary Advisors, LLCFeb 2023 to now
- Sanctuary Securities, Inc.Feb 2023 to now
- Bliss Capital AdvisorsJan 2012 to now
- Kerry BlissJan 2005 to now
- Concourse Financial Group Securities IncDec 2019 to Jan 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 3 states (OH, SC, 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
- 6822307
- Firm CRD
- 226606