Michael
Alexander

Sanctuary Advisors, LLC

CRD#2399750
Investment Advisor
in Houston, TX

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About this Advisor

Michael Alexander is a financial advisor who works out of Houston, Texas who has 1 year of relevant experience. Alexander works at Sanctuary Advisors, LLC. During their career, the advisor has held roles at Sanctuary Advisors, LLC, Blackrock.Investments, Inc and Sanctuary Securities, Inc. Alexander holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Sanctuary Advisors, LLC is a registered investment company based in Indianapolis, IN. It has offices in 80 locations and a total of 510 people on staff. It administers $16 billion in assets between its 38,933 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 47 charitable organizations. Of its 38,933 client accounts, 17% belong to high-net-worth clients who have greater than $1 million in investable assets. The business has a broad set 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. Financial management fees typically vary depending on the services provided. However, fees billed by Sanctuary Advisors, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

15377 Memorialdrive Ste 340
Houston, TX 77079

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Sanctuary Advisors, LLC Brokerage Details

Total Assets Under Management

$16,220,200,000

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

510

TX Average: 46
Total Number of Accounts

38,933

TX Average: 1,775
Average Account Size

$416,618

TX 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

Michael Alexander Work History

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

2022 - Present (2 years)

Sanctuary Advisors, LLC

2022 - Present (2 years)

Sanctuary Securities, Inc

2003 - 2022 (19 years)

Blackrock.Investments, 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 Michael Alexander 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

Samuel Perry
Fort Worth, TX
Steven Filiaci
Short Hills, NJ
Kenneth Hopkins
Short Hills, NJ
Jaymie Wendt
Spring, TX
Spencer Carlson
Spring, TX
James Rohmann
Short Hills, NJ
Arman Melikian
Aliso Viejo, CA
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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