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Olivia A
Series 66
Miami, FL
Sanctuary Advisors, LLC
Olivia Azara is a financial advisor at Sanctuary Advisors, LLC with a Series 66 designation and three years of industry experience. Her prior roles include positions at Sanctuary Securities, Inc., Pershing Advisor Solutions, and BNY Mellon. Sanctuary Advisors, LLC serves a wide range of clients, including individuals, corporations, pension plans, trusts, and charitable organizations, offering investment advisory and financial planning services through a network of over 400 independent investment adviser representatives. The firm supports diverse investment approaches and account management strategies, acting as a fiduciary under written advisory agreements.
Matias M
Series 65
Miami, FL
Sanctuary Advisors, LLC
Matias Moreno is a financial advisor at Sanctuary Advisors, LLC with two years of industry experience. He holds a Series 65 credential and has held roles at Diagonal Investment Office, LATAM Airlines, Bank of America, and Banco de Credito del Peru. Outside of finance, he is a co-founder of Fuel Bar, a juice bar located inside a Padel Center that offers protein smoothies, natural juices, sandwiches, and coffee. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting using a variety of analytical approaches, serving clients with both discretionary and non-discretionary account management.
James O
Series 66
Miami, FL
Sanctuary Advisors, LLC
James Otley Jr. is a financial advisor with Sanctuary Advisors, LLC holding a Series 66 designation and 24 years of industry experience. His prior work includes positions at Bank of America, N.A. and Merrill. He is based in Miami, FL. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a network of over 400 independent advisors and provides portfolio management, retirement plan consulting, and other advisory services using a variety of investment approaches and platforms.
Eduardo Javier R
Series 65
Miami, FL
Sanctuary Advisors, LLC
Eduardo Javier Rehder Gonzalez is a financial advisor at Sanctuary Advisors, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Banco de Credito and was self-employed prior to joining Sanctuary Advisors. He is also a director of personal investment legal structures Sanbar Investments Ltd and Maralado Investments Ltd. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm supports a network of over 400 independent investment adviser representatives who deliver portfolio management, retirement plan consulting, and other advisory services using various analytical approaches and platforms.
Santiago R
Series 65, Series 63
Miami, FL
Sanctuary Advisors, LLC
Santiago Rey Vallarino is a financial advisor at Sanctuary Advisors, LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at JPMorgan Securities Inc. and JPMorgan Chase Bank since 2007. He is the founder and CEO of Acorde Inversiones, a multifamily office that assists high-net-worth individuals with passive management of their investment portfolios. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a large network of independent adviser representatives who offer a variety of portfolio management and consulting services using multiple investment approaches and third-party platforms.
Luis F
Series 63, Series 65
Miami, FL
Sanctuary Advisors, LLC
Luis Fuentes is a financial advisor at Sanctuary Advisors, LLC with 55 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2012. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports a range of investment strategies and portfolios through its network of over 400 independent advisers and offers both discretionary and non-discretionary account management.
Christopher F
Series 66
Miami, FL
Sanctuary Advisors, LLC
Christopher Fuentes is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2012 and 2015, respectively. Sanctuary Advisors serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of services such as portfolio management, financial planning, and retirement plan consulting, employing various analytical approaches and acting as a fiduciary under written advisory agreements.
Robert W
Series 63, Series 66
Miami, FL
Sanctuary Advisors, LLC
Robert Walter is a financial advisor at Sanctuary Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Sanctuary Advisors and Sanctuary Securities since 2018, following nine years at World Equity Group. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of more than 400 independent advisers. The firm offers a range of portfolio management options, financial planning, and retirement plan consulting, employing multiple analytical approaches and maintaining affiliations that expand its investment platform.
Rodolfo R
Series 66
Miami, FL
Sanctuary Advisors, LLC
Rodolfo Rake is a financial advisor at Sanctuary Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley in various roles from 2009 to 2021. Outside of his advisory work, he is a passive investor in a platform that generates carbon credits through waste prevention initiatives. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, and charitable organizations, through a network of over 400 independent representatives. The firm offers diverse portfolio management options and employs multiple analytical approaches while acting as a fiduciary under written agreements.
Maria Del Rosario H
Series 66
Miami, FL
Sanctuary Advisors, LLC
Maria Del Rosario Hondermann is a financial advisor at Sanctuary Advisors, LLC with 24 years of industry experience. She holds the Series 66 designation and has been affiliated with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley since 2012. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent investment adviser representatives with a range of portfolio management options, financial planning, and retirement plan consulting services, employing multiple analytical approaches and maintaining fiduciary standards.
Ian D
Series 65
Miami, FL
Sanctuary Advisors, LLC
Ian Duany Sarmiento is a financial advisor with Sanctuary Advisors, LLC, holding a Series 65 designation and two years of industry experience. His prior work includes positions at Sanctuary Securities, Inc. and Cargill. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports independent investment adviser representatives who use various investment strategies and analytical approaches, managing accounts through discretionary or non-discretionary arrangements with access to multiple managed account platforms.
Lisa G
Series 63, Series 65
Miami, FL
Sanctuary Advisors, LLC
Lisa Grimes is a financial advisor with Sanctuary Advisors, LLC in Miami, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has worked at Wells Fargo Advisors LLC since 2009. Grimes serves as a board member of the Damar Foundation, which supports individuals with developmental, intellectual, and behavioral disabilities, providing guidance on the foundation’s investment portfolio and opportunities. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent investment adviser representatives. The firm offers a range of portfolio management and consulting services and employs multiple analytical approaches, acting as a fiduciary under written advisory agreements.
Joseph V
Series 65
Miami, FL
Sanctuary Advisors, LLC
Joseph Velit Carnero is a financial advisor with Sanctuary Advisors, LLC holding a Series 65 designation. He has worked in financial services and related industries since 2012, including positions at Rimac Seguros and Reaseguros, Credicorp Capital, and Grupo Duoma and Peru Commercial Company. Carnero has been with Sanctuary Advisors and its affiliated entities since 2024. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, retirement plan consulting, and access to various managed account platforms, employing a range of analytical approaches and fiduciary services.
Gisselle B
Series 66, Series 65
Miami, FL
Sanctuary Advisors, LLC
Gisselle Balza is a financial advisor with Sanctuary Advisors, LLC, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. She previously worked at Morgan Stanley for seven years before joining Sanctuary Wealth in 2021. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm supports independent investment adviser representatives with various portfolio management options, financial planning, and retirement plan consulting, utilizing multiple analytical approaches and sub-advisers.
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