Raymond
Biswanger
Sanctuary Advisors, LLC
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About this Advisor
Raymond Biswanger is a certified financial planner based in Indianapolis, Indiana, with 2 years of relevant experience. Biswanger is currently employed by Sanctuary Advisors, LLC. Throughout their career, Biswanger has worked at Mycio Wealth Partners, LLC, Morgan Stanley, Morgan Stanley Private Bank, National Association and Sanctuary Wealth. Biswanger maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Michigan and Texas. Sanctuary Advisors, LLC is a company based out of Indianapolis, IN. It has offices in 80 locations and a total of 510 advisors. It oversees $16 billion in assets under management across its 38,933 accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advice to 47 charitable organizations. Of its 38,933 accounts, 17% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Sanctuary Advisors, LLC provides a broad set 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 advisory services largely vary depending on which services the firm provides the client. Fee types charged by Sanctuary Advisors, LLC may 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
Raymond Biswanger Work History
Raymond has been registered as a financial advisor for 2 years.*
Sanctuary Wealth
Morgan Stanley Private Bank, National Association
Morgan Stanley
Mycio Wealth Partners, LLC
*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 Raymond Biswanger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
