Joshua Gary Sankes
Investment Adviser Representative at Intellus Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joshua Gary Sankes is an investment adviser representative with Intellus Advisors, LLC in Sarasota, FL, where they have been registered since 2024. They have worked in the securities industry since 2005 and have been registered with 3 firms, including Raymond James & Associates, Inc. and Morgan Keegan & Company, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 31 (managed futures). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
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.
- Raymond James & Associates, Inc.Feb 2013 – Feb 2018Venice, FL
- Raymond James & Associates, Inc.Aug 2017 – Sep 2024Sarasota, FL
- Sankes Development/ Sienna Village/Sankes SiennaOct 2015 – Nov 2021Sarasota, FL
- 7footer HoldingsFeb 2019 – no end date reportedSarasota, FL
- C Squared EnterprisesJan 2013 – Dec 2021Sarasota, FL
- Intellus AdvisorsOct 2024 – no end date reportedNaples, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Intellus 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
- Estimated blended rate
- 0.0125
- Up to $1,000,0001.25%
- $1,000,001 - $2,500,0001.00%
- $2,500,001 - $5,000,0000.90%
- $5,000,001 - $10,000,0000.80%
+4 more tiers on the firm profile
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
Holistic financial planning, investment strategy and management, family office-level financial coordination, comprehensive planning including budgeting, tax strategies and wealth transfer, and company retirement plan establishment and management
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 9
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Naples, FL
- SEC file number:
- 801-131142
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 25, 2026
View full firm profileOther advisors at Intellus Advisors, LLC
8 other advisors 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. Joshua Gary Sankes 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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