Melissa
Rankin

Sanctuary Advisors, LLC

CRD#5274461
Investment Advisor
in Dallas, TX

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About this Advisor

Melissa Rankin is a financial advisor who works in Dallas, Texas, who has 4 years of relevant experience. Rankin is an employee of Sanctuary Advisors, LLC. During their career, Rankin has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Rankin maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in California and Texas. Sanctuary Advisors, LLC is an advisory company that has its headquarters in Indianapolis, IN. It has offices in 80 locations and a total of 510 people on staff. It administers $16 billion in assets among its 38,933 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advice to 47 charities and foundations. Of its 38,933 client accounts, 17% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Sanctuary Advisors, LLC has a diverse range of services, such as 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. Financial management fees depend on which services the firm provides the client. Fee types charged by Sanctuary Advisors, LLC may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

1919 Mckinney Ave #1001, Dallas, Tx, 75201
Dallas, TX 75201

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Sanctuary Advisors, LLC Brokerage Details

Total Assets Under Management

$16,220,200,000

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

510

TX Average: 46
Total Number of Accounts

38,933

TX Average: 1,775
Average Account Size

$416,618

TX 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

Melissa Rankin Work History

Melissa has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Bank Of America, N.A

2014 - 2017 (3 years)

Bank Of America, N.A

2007 - 2017 (10 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*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 Melissa Rankin 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

Susan Hoyt
Short Hills, NJ
Aureliana Lopes Monteiro
Indianapolis, IN
Steven Filiaci
Short Hills, NJ
Spencer Carlson
Spring, TX
Samuel Perry
Fort Worth, TX
Kenneth Hopkins
Short Hills, NJ
Ian Brockhouse
Plattsburgh, NY
Thomas M Stadum
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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