Raymond Adam Biswanger

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 11/2021
  Morgan Stanley
  Bloomfield Hills, MI
• 01/2015 → 11/2021
  Morgan Stanley Private Bank, National Association
  New York, NY
• 11/2021 → Present
  Sanctuary Wealth
  Bloomfield Hills, MI

Previous Registrations

• 2014-04-01 → 2021-12-03
  Morgan Stanley
  Bloomfield Hills, MI
  Troy, MI
• 2011-09-14 → 2014-01-02
  Mycio Wealth Partners, Llc
  Philadelphia, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-03-27
• S65 Uniform Investment Adviser Law Examination
  2011-02-23

Designations

• Certified Financial Planner

Other Names

• Raymond Adam Biswanger
• Raymond Adam Biswanger
• R. Adam Biswanger
• Adam Biswanger