Madeline
Speckman

Sanctuary Advisors, LLC

CRD#6854510
Investment Advisor
in Indianapolis, IN

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About this Advisor

Madeline Speckman is a financial advisor who works in Indianapolis, Indiana who has 4 years of relevant experience. Speckman currently works for Sanctuary Advisors, LLC. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Walker Information and Butler University. Speckman maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Indiana and Texas. Sanctuary Advisors, LLC is a company that has its headquarters in Indianapolis, IN. It has offices in 80 locations and a total of 510 employees. It handles $16 billion in total assets among its 38,933 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 47 charities and foundations. Of its 38,933 accounts, 17% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Sanctuary Advisors, LLC performs a broad array 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 for financial management largely vary depending on which services the firm provides the client. Fee types charged by Sanctuary Advisors, LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 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., Ste 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

Madeline Speckman Work History

Madeline has been registered as a financial advisor for 4 years.*

2017 - Present (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2017 (4 years)

Walker Information

2009 - 2013 (4 years)

Butler University

*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 Madeline Speckman 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

Thomas M Stadum
Indianapolis, IN
William Degener
Indianapolis, IN
Susan Hoyt
Short Hills, NJ
Lisa Bush
Marion, OH
Ian Brockhouse
Plattsburgh, NY
Kenneth Hopkins
Short Hills, NJ
James Rohmann
Short Hills, NJ
Steven Filiaci
Short Hills, NJ

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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