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President · Sanctuary Advisors, LLC

Robert A. Walter

CRD 2507287 · Named on Form ADV at 3 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 Robert A. Walter on its Form ADV as President, a control person. The SEC filings also name Robert at 2 other registered advisers.

Firms and roles

AtlasMembers

Robert’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
3 firmsLocked
Control-person status
3 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Kevin P ChaseChief Compliance Officer, Sanctuary Advisors, LLC
  • Kevin J. MillerChief Legal Officer, Sanctuary Advisors, LLC
  • Stacy L. SizemoreChief Compliance Officer, TRU Independence Asset Management, LLC
  • David VaughanChief Financial Officer / Board Member, TRU Independence Asset Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.