Grace
Hackney

Sanctuary Advisors, LLC

CRD#7013970
Investment Advisor
in Greensboro, NC

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About this Advisor

Grace Hackney is a financial advisor based in Greensboro, North Carolina, working with Sanctuary Advisors, LLC. Grace has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Landmark Asset Services, Deva Fine Jewelry, Sanctuary Securities, Inc, and Sanctuary Advisors LLC. Grace has passed the Series 66 regulatory exam and is registered to provide services in North Carolina and Texas. Currently, Grace is part of Sanctuary Advisors, LLC, which operates out of Greensboro, North Carolina. 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

701 Green Valley Rd Ste 106
Greensboro, NC 27408

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Sanctuary Advisors, LLC Brokerage Details

Total Assets Under Management

$22,024,300,000

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

597

NC Average: 46
Total Number of Accounts

49,099

NC Average: 1,775
Average Account Size

$448,569

NC 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

Grace Hackney Work History

2024 - Present (0 year)

Sanctuary Securities, Inc

2024 - Present (0 year)

Sanctuary Advisors LLC

2018 - Present (6 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - 2018 (3 years)

Landmark Asset Services

2000 - 2015 (15 years)

Deva Fine Jewerlry

Disclosures

Please visit the SEC profile of Grace Hackney 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 Sutton
Indianapolis, IN
Kenneth Hopkins
Short Hills, NJ
Jennifer Juergens
College Station, TX
Alexandra Freedman
Wayne, PA
Crystal Jamieson
Aliso Viejo, CA
Michael Vanaria
Moorestown, NJ
Emmett Cosgrove
Indianapolis, IN
Tanner Vroman
College Station, TX

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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