Kelly
Milligan

Sanctuary Advisors, LLC

CRD#4122399
Investment Advisor
in Indianapolis, IN

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About this Advisor

Kelly Milligan is a financial advisor operating out of Indianapolis, Indiana with 2 years of industry experience. Milligan is an employee of Sanctuary Advisors, LLC. Throughout their career, they have worked at Merrill Lynch, Bank Of America, N.A and Sanctuary Wealth. Milligan maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in California and Texas. Sanctuary Advisors, LLC is an advisory business based out of Indianapolis, IN. The company has offices in 80 locations and a total of 510 employees. It has $16 billion in assets under management between its 38,933 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 47 charitable organizations. Of its 38,933 accounts, 17% belong to high-net-worth clients who have at least $1 million in assets. Sanctuary Advisors, LLC offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely are based on which services are offered. Fees billed by Sanctuary Advisors, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

250 W. 96Th St. #300
Indianapolis, IN 46260

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Sanctuary Advisors, LLC Brokerage Details

Total Assets Under Management

$16,220,200,000

IN Average: $1,347,246,178
Total Number of Employees

510

IN Average: 46
Total Number of Accounts

38,933

IN Average: 1,775
Average Account Size

$416,618

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Kelly Milligan Work History

Kelly has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Sanctuary Wealth

2011 - 2021 (10 years)

Bank Of America,N.A

2000 - 2021 (21 years)

Merrill Lynch

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kelly Milligan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sanctuary Advisors, LLC

Steven Filiaci
Short Hills, NJ
Jaymie Wendt
Spring, TX
Thomas M Stadum
Indianapolis, IN
James Rohmann
Short Hills, NJ
Ian Brockhouse
Plattsburgh, NY
Arman Melikian
Aliso Viejo, CA
Samuel Perry
Fort Worth, TX
William Degener
Indianapolis, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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