Susanna Segrave
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.Dec 2025 to now
- Abara Guest RanchMay 2025 to Sep 2025
- Hot Worx Chapel HillOct 2024 to May 2025
- Mcgreat LLCMay 2024 to Aug 2024
- Capital Wealth AdvisorsMay 2023 to Jul 2023
- Amos MosquitosMay 2022 to Aug 2022
- University of North Carolina At Chapel HillAug 2021 to May 2025
- Yellowfin PubMay 2020 to Aug 2023
- West Carteret High SchoolAug 2016 to May 2021
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
- 8196643
- Firm CRD
- 226606