Christopher
Paglia

Sanctuary Advisors, LLC

CRD#2281000
Investment Advisor
in Shrewsbury, NJ

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About this Advisor

Christopher Paglia is a financial advisor based in Shrewsbury, New Jersey, working with Sanctuary Advisors, LLC. Christopher has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and Sanctuary Securities. Christopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey and Texas. Currently, Christopher is part of Sanctuary Advisors, LLC, which operates out of Shrewsbury, New Jersey. 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

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

1129 Broad St Ste 104
Shrewsbury, NJ 07702

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Sanctuary Advisors, LLC Brokerage Details

Total Assets Under Management

$22,024,300,000

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

597

NJ Average: 46
Total Number of Accounts

49,099

NJ Average: 1,775
Average Account Size

$448,569

NJ 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

Christopher Paglia Work History

2021 - Present (3 years)

Sanctuary Securities

2016 - 2021 (5 years)

Wells Fargo Clearing Services, LLC

2010 - 2016 (6 years)

Wells Fargo Advisors LLC

Disclosures

Please visit the SEC profile of Christopher Paglia 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

Terrence Geary
Elgin, IL
Courtney Rapa
Indianapolis, IN
Jennifer Juergens
College Station, TX
Alexandra Freedman
Wayne, PA
Christopher Walls
Williamsburg, VA
Richard Williams
Indianapolis, IN
Emmett Cosgrove
Indianapolis, IN
Tanner Vroman
College Station, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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