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Bethany B Demassimo

Investment Adviser Representative at Sanctuary Advisors, LLC

Dublin, OHCRD #5092378Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Bethany B. Demassimo is an investment adviser representative with Sanctuary Advisors, LLC in Dublin, OH, where they have been registered since 2023. They have worked in the securities industry since 2007 and have been registered with 3 firms, including Morgan Stanley and Private Advisor Group, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Ohio and Texas.

Office

6515 Longshore Loop, Ste 100
Dublin, OH 43017

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Ohio, Texas
Broker:
20 states and territories

Alaska, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Michigan, Minnesota, Missouri, New Hampshire, New Jersey, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 3/13/2019
Series 65
Uniform Investment Adviser Law Examination
Passed 11/15/2016
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 4/14/2006

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Sanctuary Advisors, LLCCurrent
3/24/2023 – Dublin, OH
Morgan Stanley
9/19/2018 – 4/7/2023Columbus, OH
Private Advisor Group, LLC
6/8/2017 – 11/26/2018Springfield, OH

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. De Massimo's Authentic Sauces
    Jun 2015 – no end date reportedHilliard, OH
  2. LPL Financial, LLC
    Sep 2016 – Sep 2018Springfield, OH
  3. Private Advisor Group
    Sep 2016 – Sep 2018Springfield, OH
  4. Sanctuary Securities, Inc.
    Mar 2023 – no end date reportedDublin, OH
  5. Sanctuary Advisors, LLC
    Mar 2023 – no end date reportedDublin, OH

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Sanctuary Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Performance-based fees
Estimated blended rate
0.0275

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
393
Offices listed on AdvisorFinder:
91
Main office:
Miami, FL
SEC file number:
801-99364

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 14, 2026

View full firm profile

Other advisors at Sanctuary Advisors, LLC

Showing 12 of 393 in the directory

View Sanctuary Advisors, LLC firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bethany B Demassimo has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Bethany B Demassimo (Sanctuary Advisors) - Advisor Profile