Sophia Claire Yacobi
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, LLCAug 2026 to now
- Sanctuary Securities, Inc.Jan 2026 to now
- Dirty VeganFeb 2026 to Mar 2026
- Cola Wealth AdvisorsMay 2025 to Nov 2025
- Outer Banks Brewing StationMay 2024 to Aug 2024
- University of South CarolinaAug 2023 to Dec 2025
- Tullio's BakeryMay 2023 to Aug 2025
- Ocean BoulevardMar 2023 to May 2023
- Henrys RestaurantDec 2021 to Mar 2022
- Weezy's Ice CreamMay 2021 to Sep 2021
- First Flight High SchoolAug 2019 to May 2023
- Grays Department StoreMay 2019 to Dec 2020
- First Flight Middle SchoolMar 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8065648
- Firm CRD
- 226606