Jeffrey John Dattilo
Investment Adviser Representative at Sanctuary Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jeffrey John Dattilo is an investment adviser representative with Sanctuary Advisors, LLC in Short Hills, NJ, where they have been registered since 2026. They have worked in the securities industry since 2021 and have been registered with 3 firms, including Lighthouse Financial Planning and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New Jersey.
Office
Advisors at this office: 12
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New Jersey
- Broker:
1 state or territory
New Jersey
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2017 – Dec 2018Florham Park, NJ
- Seton Hall UniversityAug 2012 – Aug 2017South Orange, NJ
- Light of Gold PRJan 2017 – Apr 2017Montclair, NJ
- Lighthouse Wealth ManagementJun 2025 – Nov 2025Clark, NJ
- Merrill LynchDec 2018 – Aug 2022Summit, NJ
- UnemployedAug 2022 – Dec 2022Clark, NJ
- Five StarDec 2022 – Feb 2023Avenel, NJ
- Guy CarpenterFeb 2023 – Oct 2025New York, NY
- Sanctuary Securities, Inc.Nov 2025 – no end date reportedShort Hills, NJ
- Sanctuary Advisors LLCNov 2025 – no end date reportedShort Hills, NJ
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
Client types the firm serves
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 profileOther advisors at Sanctuary Advisors, LLC
Showing 12 of 393 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey John Dattilo 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.
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