Susan
Hoyt

Sanctuary Advisors, LLC

CRD#1134222
Investment Advisor
in Short Hills, NJ

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About this Advisor

Susan Hoyt is a financial advisor who works in Short Hills, New Jersey with 1 year of industry experience. Hoyt works at Sanctuary Advisors, LLC. Throughout their career, Hoyt has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Sanctuary Securities, Inc and Sanctuary Advisors, LLC. Hoyt maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in New Jersey and Texas. Sanctuary Advisors, LLC is a business operating out of Indianapolis, IN. The company has offices in 80 locations and a total of 510 employees. It manages $16 billion in assets across its 38,933 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 47 charities and foundations. Of its 38,933 accounts, 17% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm performs a broad assortment of services, such as 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 depend on which service is provided. Fee types charged by Sanctuary Advisors, LLC can consist of 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

Susan Hoyt Work History

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

2022 - Present (2 years)

Sanctuary Securities, Inc

2022 - Present (2 years)

Sanctuary Advisors, LLC

2013 - 2022 (9 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*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 Susan Hoyt 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

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

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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