Daniel
Ventura
Sanctuary Advisors, LLC
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About this Advisor
Daniel Ventura is a financial advisor based in Tampa, Florida, working with Sanctuary Advisors, LLC. Daniel has previously held positions at J.P. Morgan Securities LLC, Sanctuary Securities, Inc, and Sanctuary Advisors, LLC. Daniel has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Daniel is part of Sanctuary Advisors, LLC, which operates out of Tampa, Florida. The firm has 83 offices and 597 employees. The firm manages assets totaling $22.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Sanctuary Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sanctuary Advisors, LLC Brokerage Details
$22,024,300,000
597
49,099
$448,569
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
Daniel Ventura Work History
Sanctuary Securities, Inc
Sanctuary Advisors, LLC
J.P. Morgan Securities LLC
Disclosures
Please visit the SEC profile of Daniel Ventura 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
Indianapolis, IN
Spring, TX
Austin, TX
Wayne, PA
Short Hills, NJ
Indianapolis, IN
Indianapolis, IN
Aliso Viejo, CA
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