Unclaimed Profile

Michael H Longley

SANCTUARY ADVISORS, LLC·INDIANAPOLIS, Indiana

SIE, Series 7, Series 9, Series 24, Series 27, Series 66, Series 99TOClean record17 years registeredSANCTUARY ADVISORS, LLC

250 W, 96TH ST., INDIANAPOLIS, IN 46260CRD# 4896219Firm CRD# 226606

Profile Verification

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

Identity

Michael H Longley · INDIANAPOLIS, IN

Registration

CRD #4896219 · SANCTUARY ADVISORS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

SANCTUARY ADVISORS, LLC

Sep 2017 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Dec 2010 – Sep 2017

INDIANAPOLIS, IN

CREDIT SUISSE SECURITIES (USA) LLC

Mar 2010 – Nov 2010

NEW YORK, NY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jan 2009 – Mar 2010

PENNINGTON, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 24

Series 27

Series 66

Series 99TO

Registration record

First registered · January 22, 2009

Years registered · 17

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 Michael H Longley offer?

Michael H Longley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.

What are Michael H Longley's credentials?

Michael H Longley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael H Longley located?

Michael H Longley is based in INDIANAPOLIS, Indiana, working with SANCTUARY ADVISORS, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.

How does Michael H Longley charge for services?

Michael H Longley'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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