Karen
Winfrey-Leake
Sanctuary Advisors, LLC
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About this Advisor
Karen Winfrey-Leake is a financial advisor based in New York, New York, working with Sanctuary Advisors, LLC. Karen has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bruderman Brothers LLC, Bruderman Asset Management LLC, Sanctuary Securities, Inc, and Sanctuary Advisors, LLC. Karen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York and Texas. Currently, Karen is part of Sanctuary Advisors, LLC, which operates out of New York, New York. 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
Services Offered
Fee Structure
Office Location
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Sanctuary Advisors, LLC Brokerage Details
$22,024,300,000
597
49,099
$448,569
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
Sanctuary Securities, Inc
Sanctuary Advisors, LLC
Bruderman Brothers LLC
Bruderman Asset Management LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
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
College Station, TX
Indianapolis, IN
Williamsburg, VA
Wayne, PA
Austin, TX
Moorestown, NJ
Indianapolis, IN
College Station, TX
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