Unclaimed Profile

Kelly Marie Tramontano

SANCTUARY ADVISORS, LLC·INDIANAPOLIS, Indiana

SIE, Series 7, Series 7TO, Series 24, Series 52TO, Series 53, Series 63, Series 99TOClean record30 years registeredSANCTUARY ADVISORS, LLC

250 W, 96TH ST., INDIANAPOLIS, IN 46260CRD# 2341338Firm CRD# 226606

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kelly Marie Tramontano · INDIANAPOLIS, IN

Registration

CRD #2341338 · SANCTUARY ADVISORS, LLC · 30 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SANCTUARY ADVISORS, LLC

FINANCIAL NETWORK INVESTMENT CORPORATION

Mar 1996 – Dec 2006

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 52TO

Series 53

Series 63

Series 99TO

Registration record

First registered · March 21, 1996

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SANCTUARY ADVISORS, LLC

CRD 226606 · SEC 801-99364

AUM

$22.0B

Regulatory assets under management

Employees

633

49,099 client accounts

Services offered by SANCTUARY ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SANCTUARY ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Kelly Marie Tramontano offer?

Kelly Marie Tramontano specializes in Financial Planning, Investment Management, Wealth Management.

What are Kelly Marie Tramontano's credentials?

Kelly Marie Tramontano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kelly Marie Tramontano located?

Kelly Marie Tramontano is based in INDIANAPOLIS, Indiana, last registered with SANCTUARY ADVISORS, LLC.

How does Kelly Marie Tramontano charge for services?

Kelly Marie Tramontano's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SANCTUARY ADVISORS, LLC?

SANCTUARY ADVISORS, LLC has approximately 633 employees and manages $22.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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