Kathryn
Olds
Sanctuary Advisors, LLC
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About this Advisor
Kathryn Olds is a financial advisor working in Indianapolis, Indiana with a total of 3 years of relevant experience. Olds is an advisor for Sanctuary Advisors, LLC. Over the course of their career, they have held roles at Morgan Stanley & Co., Inc and Morgan Stanley Smith Barney. Olds has Series 63 and Series 66 licenses, designating them as a securities agent, and is able to work in Kansas and Texas. Sanctuary Advisors, LLC is a registered investment company based out of Indianapolis, IN. The company has offices in 80 locations and a total of 510 advisors. It manages $16 billion in assets under management among its 38,933 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 47 charitable organizations. Of its 38,933 client accounts, 17% are associated with high-net-worth individuals who have at least $1 million in assets. The business provides a wide assortment of services, including 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 typically depend on which services the firm provides the client. However, fees billed by Sanctuary Advisors, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sanctuary Advisors, LLC Brokerage Details
$16,220,200,000
510
38,933
$416,618
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
Kathryn Olds Work History
Kathryn has been registered as a financial advisor for 3 years.*
Morgan Stanley Smith Barney
Morgan Stanley & Co., Inc
*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 Kathryn Olds 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
Short Hills, NJ
Spring, TX
Indianapolis, IN
Indianapolis, IN
Fort Worth, TX
Short Hills, NJ
Plattsburgh, NY
Indianapolis, IN
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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