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Marianne Elizabeth Carter

Sanctuary Advisors, LLC

Fort Worth, TX

Sneads Ferry, NC

CRD 3120560

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Employer firm

Sanctuary Advisors, LLC CRD 226606

$34.9B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Sanctuary Advisors, Llc

1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-22
NC RA APPROVED 2024-01-23
  • TX RA
    APPROVED
    Since 2025-04-22
  • NC RA
    APPROVED
    Since 2024-01-23

Branch Locations

1415 Ballinger Street, Fort Worth, TX 76102 • United States

987 Chadwick Shores Dr, Sneads Ferry, NC 28460 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
National Planning Corporation Medford NJ 10/2007 11/2017
Securities America, Inc. Sneads Ferry NC 11/2017 01/2024
Securities America Advisors Sneads Ferry NC 11/2017 01/2024
Sanctuary Securities, Inc. Sneads Ferry NC 01/2024 Present
Sanctuary Advisors Llc Sneads Ferry NC 01/2024 Present
  • 10/2007 → 11/2017
    National Planning Corporation
    Medford, NJ
  • 11/2017 → 01/2024
    Securities America, Inc.
    Sneads Ferry, NC
  • 11/2017 → 01/2024
    Securities America Advisors
    Sneads Ferry, NC
  • 01/2024 → Present
    Sanctuary Securities, Inc.
    Sneads Ferry, NC
  • 01/2024 → Present
    Sneads Ferry, NC
Previous Registrations
  • 2017-11-02 → 2024-01-25
    Securities America Advisors, Inc.
    Sneads Ferry, NC
  • 2011-02-28 → 2017-11-06
    National Planning Corporation
    Glastonbury, CT
    Madison, AL
    Marlton, NJ
    Sneads Ferry, NC
Other Businesses

1) Name: Chadwick Shores Homeowners Association Position: President Nature: Homeowners association Investment Related: No Hours: 4 Securities Trading Hours: 1 Start Date: 9/1/2021 Address: 2018 Eastwood Road, Wilmington NC 28403, United States Description: Oversee HOA board members working with Premier Management

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-06-02
S66 Uniform Combined State Law Examination 1998-11-03
  • S65 Uniform Investment Adviser Law Examination
    2011-06-02
  • S66 Uniform Combined State Law Examination
    1998-11-03
Designations
  • Chartered Financial Consultant
Other Names
  • Marianne Elizabeth Center
  • Marianne Elizabeth Panzeri
  • Marianne E Carter

View on SEC IAPD

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