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Gwendolyn Lee Saunders

Sanctuary Advisors, LLC

Radnor, PA

CRD 5944523

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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
PA RA APPROVED 2024-04-19
  • PA RA
    APPROVED
    Since 2024-04-19

Branch Locations

Three Radnor Corporate Center Suite 210 100 Matsonford Road, Radnor, PA 19087 • 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
Morgan Stanley Smith Barney Llc West Conshohocken PA 10/2014 04/2024
Sanctuary Securities, Inc. Radnor PA 04/2024 Present
Sanctuary Advisors Llc Radnor PA 04/2024 Present
  • 10/2014 → 04/2024
    Morgan Stanley Smith Barney Llc
    West Conshohocken, PA
  • 04/2024 → Present
    Sanctuary Securities, Inc.
    Radnor, PA
  • 04/2024 → Present
    Sanctuary Advisors Llc
    Radnor, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-10
  • S66 Uniform Combined State Law Examination
    2012-08-10
Other Names
  • Gwen Carroll
  • Gwendolyn Lee Carroll

View on SEC IAPD

Nearby Firms

NORDWAND ADVISORS
MCADAM LLC
ALTERRA IOS MANAGER, LLC

Nearby Investors

GERALD JOSHUA KANE
CHRISTOPHER MICHAEL BOYLE
DOUGLAS HENRY DELONG

Nearby Offices

NORDWAND ADVISORS · RADNOR, PA
MCADAM LLC · RADNOR, PA
ALTERRA IOS MANAGER, LLC · RADNOR, PA

More in Radnor, PA

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