Steven
Filiaci

Sanctuary Advisors, LLC

CRD#3016353
Investment Advisor
in Short Hills, NJ

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About this Advisor

Steven Filiaci is a financial advisor based out of Short Hills, New Jersey with 1 year of relevant experience. Filiaci is currently employed by Sanctuary Advisors, LLC. Over the course of their career, Filiaci has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Sanctuary Advisors, LLC and Sanctuary Securities, Inc. Filiaci has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in New Jersey and Texas. Sanctuary Advisors, LLC is a firm operating out of Indianapolis, IN. The company has offices in 80 locations and a total of 510 advisors. It oversees $16 billion in total assets between its 38,933 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 47 charitable organizations. Of its 38,933 customer accounts, 17% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm performs a number 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 vary depending on which services the firm provides the client. However, fees charged by Sanctuary Advisors, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

51 Jfk Parkway Suite 110
Short Hills, NJ 07078

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Sanctuary Advisors, LLC Brokerage Details

Total Assets Under Management

$16,220,200,000

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

510

NJ Average: 46
Total Number of Accounts

38,933

NJ Average: 1,775
Average Account Size

$416,618

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

Steven Filiaci Work History

Steven has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Sanctuary Advisors, LLC

2022 - Present (2 years)

Sanctuary Securities, Inc

2013 - 2022 (9 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2022 (9 years)

Bank Of America, N.A

*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 Steven Filiaci 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

James Rohmann
Short Hills, NJ
William Degener
Indianapolis, IN
Steven Filiaci
Short Hills, NJ
Susan Hoyt
Short Hills, NJ
Aureliana Lopes Monteiro
Indianapolis, IN
Lisa Bush
Marion, OH
Spencer Carlson
Spring, TX
Ian Brockhouse
Plattsburgh, NY

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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