Financial ADVSR advisor directory · SEC adviser records
Sanctuary Advisors, LLC financial advisors in Columbia, SC
Every SEC-registered investment adviser representative at a Sanctuary Advisors, LLC office in Columbia, A to Z.
The short answer
3 registered advisors work at Sanctuary Advisors, LLC in Columbia, out of 359 at the firm nationwide; it ranks number 41 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
Sanctuary Advisors, LLC advisors in Columbia, A to Z
Every Sanctuary Advisors, LLC advisor →- John D. Monroe Jr.Also a broker rep
- Julia M. MonroeCertified Financial Planner · Also a broker rep
- Kelly SteelmanAlso a broker rep
Sanctuary Advisors, LLC advisors in every city and state →Sanctuary Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Sanctuary Advisors, LLC advisors in other cities
Miami, FL 62Indianapolis, IN 17San Antonio, TX 11Short Hills, NJ 11Chicago, IL 10Fort Worth, TX 8Houston, TX 8Louisville, KY 8Aliso Viejo, CA 7McAllen, TX 7Walnut Creek, CA 7College Station, TX 6Marion, OH 6Moorestown, NJ 6New York, NY 6
Other firms in Columbia
All Columbia advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 59Morgan Stanley 32Wells Fargo Clearing Services, LLC 32Edward Jones 26First Citizens Investor Services, Inc. 26LPL Financial LLC 22Independent Advisor Alliance, LLC 20Ameriprise Financial Services, LLC 19State Farm Investment Management Corp. 16Abacus Planning Group, Inc. 13Janney Montgomery Scott LLC 12UBS Financial Services Inc. 12
Questions
How many financial advisors does Sanctuary Advisors, LLC have in Columbia?
3 investment adviser representatives are registered at Sanctuary Advisors, LLC offices in Columbia, South Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 359 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.
Is Sanctuary Advisors, LLC one of the largest advisor employers in Columbia?
Sanctuary Advisors, LLC ranks number 41 in Columbia by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 59.
How do I check a Sanctuary Advisors, LLC advisor in Columbia?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Sanctuary Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.