Karen
Winfrey-Leake
Sanctuary Advisors, LLC
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About this Advisor
Karen Winfrey-Leake is a financial advisor who works in New York, New York with a total of 1 year of relevant experience. Winfrey-Leake works at Sanctuary Advisors, LLC. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bruderman Brothers LLC, Bruderman Asset Management LLC, Sanctuary Securities, Inc and Sanctuary Advisors, LLC. Winfrey-Leake has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in New York and Texas. Sanctuary Advisors, LLC is a firm that has its headquarters in Indianapolis, IN. The firm has offices in 80 locations and a total of 510 employees. It oversees $16 billion in assets among its 38,933 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 47 charities and foundations. Of its 38,933 accounts, 17% belong to high-net-worth individuals who have at least $1 million in assets. The company provides 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. Financial advisory fee schedules depend on which services are offered. Fee types charged by Sanctuary Advisors, LLC most likely 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
Karen Winfrey-Leake Work History
Karen has been registered as a financial advisor for 1 years.*
Sanctuary Securities, Inc
Sanctuary Advisors, LLC
Bruderman Brothers LLC
Bruderman Asset Management LLC
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 Karen Winfrey-Leake 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
Spring, TX
Short Hills, NJ
Aliso Viejo, CA
Fort Worth, TX
Short Hills, NJ
Indianapolis, IN
Short Hills, NJ
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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