Susan
Mazzetti

Sanctuary Advisors, LLC

CRD#5963584
Investment Advisor
in Indianapolis, IN

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About this Advisor

Susan Mazzetti is a financial advisor who works in Indianapolis, Indiana, who has 2 years of relevant experience. Mazzetti is on the advisory team at Sanctuary Advisors, LLC. Throughout their career, Mazzetti has worked at Merrill Lynch Pierce, Fenner & Smith, Inc, Bank Of America, N.A and Sanctuary Wealth. Mazzetti maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Texas. Sanctuary Advisors, LLC is a registered investment company that has its headquarters in Indianapolis, IN. The company has offices in 80 locations and a total of 510 advisors. It has $16 billion in assets between its 38,933 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 47 charities and foundations. Of its 38,933 accounts, 17% are held by high-net-worth investors who have at least $1 million in assets. The firm performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees billed by Sanctuary Advisors, LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

250 W. 96Th St. #300
Indianapolis, IN 46260

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Sanctuary Advisors, LLC Brokerage Details

Total Assets Under Management

$16,220,200,000

IN Average: $1,347,246,178
Total Number of Employees

510

IN Average: 46
Total Number of Accounts

38,933

IN Average: 1,775
Average Account Size

$416,618

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Susan Mazzetti Work History

Susan has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Sanctuary Wealth

2011 - 2021 (10 years)

Merrill Lynch Pierce, Fenner & Smith, Inc

2011 - 2021 (10 years)

Bank Of America, N.A

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Susan Mazzetti to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sanctuary Advisors, LLC

Aureliana Lopes Monteiro
Indianapolis, IN
Ian Brockhouse
Plattsburgh, NY
Arman Melikian
Aliso Viejo, CA
Lisa Bush
Marion, OH
Samuel Perry
Fort Worth, TX
Jaymie Wendt
Spring, TX
Thomas M Stadum
Indianapolis, IN
Spencer Carlson
Spring, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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