Elected Manager of Sanctuary Wealth Group, LLC · Sanctuary Advisors, LLC
Maria G. Sonzogni
CRD 6588811 · Named on Form ADV at 5 SEC-registered advisers
At a glance
Sanctuary Advisors, LLC, an SEC-registered wealth manager based in Miami, FL with $34.9 billion in regulatory assets, lists Maria G. Sonzogni on its Form ADV as Elected Manager of Sanctuary Wealth Group, LLC, a control person. The SEC filings also name Maria at 4 other registered advisers.
Firms and roles
- Sanctuary Advisors, LLCElected Manager of Sanctuary Wealth Group, LLCWealth manager · Miami, FL · $35B in regulatory assets
- CS McKeeElected Manager of Sole MemberAsset manager · Warrendale, PA · $12B in regulatory assets
- Kennedy Capital ManagementDirector Kennedy Capital Management LLCAsset manager · St Louis, MO · $5.0B in regulatory assets
- North Square Investments, LLCElected Manager of Sole MemberAsset manager · Chicago, IL · $3.2B in regulatory assets
- Azimut Investment Advisors LLCManagerAsset manager · Miami, FL · $1.0B in regulatory assets
AtlasMembers
Maria’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 5 firmsLocked
- Control-person status
- 5 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings (28)
- Robert A. WalterPresident, Sanctuary Advisors, LLC
- Kevin P ChaseChief Compliance Officer, Sanctuary Advisors, LLC
- Kevin J. MillerChief Legal Officer, Sanctuary Advisors, LLC
- Bradley W. CoxChief Financial Officer, CS McKee
- Alan E. MolotskyChief Legal Officer, CS McKee
23 more people named with Maria on the same filings, with titles and firms. Free in Atlas with a free account.
See all 28 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Maria’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.