Michael
Vanaria

Sanctuary Advisors, LLC

CRD#7459386
Investment Advisor
in Moorestown, NJ

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About this Advisor

Michael Vanaria is a financial advisor based in Moorestown, New Jersey, working with Sanctuary Advisors, LLC. Michael has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Heritage Surf & Sport, Moorestown High School, Loyola University Maryland, Garden State Home Loan, Impulse Dynamics, and Sanctuary Securities, Inc. Michael has passed the Series 66 regulatory exam and is registered to provide services in New Jersey and Texas. Currently, Michael is part of Sanctuary Advisors, LLC, which operates out of Moorestown, 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 66

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

224 Strawbridge Dr Ste 110
Moorestown, NJ 08057

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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

Michael Vanaria Work History

2022 - Present (3 years)

Sanctuary Securities, Inc

2021 - 2022 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2021 - 2021 (< 1 year)

Impulse Dynamics

2020 - 2021 (1 year)

Loyola University Maryland

2019 - 2019 (< 1 year)

Garden State Home Loan

2019 - 2020 (1 year)

Loyola University Maryland

2016 - 2020 (4 years)

Loyola University Maryland

2015 - 2015 (< 1 year)

Heritage Surf & Sport

2015 - 2016 (1 year)

Moorestown High School

2014 - 2018 (4 years)

Heritage Surf & Sport

2014 - 2015 (1 year)

Moorestown High School

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Disclosures

Please visit the SEC profile of Michael Vanaria 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

Michael Vanaria
Moorestown, NJ
Tanner Vroman
College Station, TX
Michael Janak
Austin, TX
Alexandra Freedman
Wayne, PA
Michael Stabinski
Paramus, NJ
Teigyoku Springer
Morristown, NJ
Emmett Cosgrove
Indianapolis, IN
Richard Williams
Indianapolis, IN

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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