Best Investors
Account
Sign in
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-12-16 |
| NJ | RA | APPROVED | 2025-02-19 |
| NY | RA | APPROVED | 2022-07-22 |
Branch Locations
130 Mason Street, Greenwich, CT 06830 • United States
51 Jfk Parkway Suite 110, Short Hills, NJ 07078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fieldpoint Private Secruities Llc | Greenwich | CT | 12/2014 | 07/2022 |
| Sanctuary Securities, Inc. | Rye | NY | 07/2022 | Present |
| Sanctuary Advisors, Llc | Rye | NY | 07/2022 | Present |
1) Name: Fieldpoint Private Bank & Trust Position: Employee Nature: Banking & Lending Investment Related: No Hours: 20 Securities Trading Hours: 20 Start Date: 12/08/2014 Address: 100 Fieldpoint Road, Greenwich CT 06830, United States Description: Consumer Loan Origination 2) CRESCENT PINE INSURANCE GROUP[ POSITION: Co-Founder NATURE: Property & Casualty Insurance Brokerage / Referral compensation *Please speak with Kevin Chase as he is aware and has approved INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 5/9/2024 ADDRESS: One Greenwich Plaza, Greenwich CT 06830, United States DESCRIPTION: Referral of clients for their Property & Casualty Insurance needs. *Please speak with Kevin Chase as he is aware and has approved 3) CRESCENT PINE FAMILY OFFICE GROUP LLC POSITION: Founder NATURE: Crescent Pine Family Office Group is a boutique private wealth management firm designed to provide family office style services to ultra high net worth families and business owners who wish to rely upon the service, skills, and trust of a truly dedicated team of financial professionals. INVESTMENT RELATED: Yes NUMBER OF HOURS: 300 SECURITIES TRADING HOURS: 300 START DATE: 7/22/2022 ADDRESS: 51 JFK Pkwy, Short Hills NJ 07078, United States DESCRIPTION: We work with a select group of clients who benefit from our around-the-clock responsiveness to provide the level of personalized attention they require. Led by Ronan O'Byrne, we deliver a family office experience that assures reliable stewardship, individual attention, and a relationship founded in integrity and discretion. By offering a highly personalized, fully responsive and comprehensive set of private banking services, we are able to give back time to our families, so that they can focus on spending their time to pursuit of their personal goals and aspirations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-10 |
Reach out to this advisor