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Current Employers
Sanctuary Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-07-02
  • NJ RA
    APPROVED
    Since 2024-07-02

Branch Locations

30 Montgomery Street Ste 970, Jersey City, NJ 07302 • 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
Arbonne International Madison NJ 01/2009 Present
Hennion & Walsh Inc Parsippany NJ 12/2014 01/2020
Mass Mutual Life Insurance Company Iselin NJ 02/2020 10/2020
Mml Investors Services Iselin NJ 02/2020 10/2020
Mutual Securities, Inc. Camarillo CA 11/2020 03/2024
Bpp Wealth Solutions, Llc New York NY 10/2020 05/2024
Mass Mutual Life Insurance Company Iselin NJ 01/2021 Present
Sanctuary Securities, Inc. Jersey City NJ 07/2024 Present
Sanctuary Advisors Llc Jersey City NJ 07/2024 Present
  • 01/2009 → Present
    Arbonne International
    Madison, NJ
  • 12/2014 → 01/2020
    Hennion & Walsh Inc
    Parsippany, NJ
  • 02/2020 → 10/2020
    Mass Mutual Life Insurance Company
    Iselin, NJ
  • 02/2020 → 10/2020
    Mml Investors Services
    Iselin, NJ
  • 11/2020 → 03/2024
    Mutual Securities, Inc.
    Camarillo, CA
  • 10/2020 → 05/2024
    New York, NY
  • 01/2021 → Present
    Mass Mutual Life Insurance Company
    Iselin, NJ
  • 07/2024 → Present
    Sanctuary Securities, Inc.
    Jersey City, NJ
  • 07/2024 → Present
    Jersey City, NJ
Previous Registrations
Other Businesses

1) DRESS FOR SUCCESS, NORTHERN NJ POSITION: Board Member NATURE: DFSNNJ purpose is to empower women to achieve economic mobility by providing a global network of support, workplace attire, and development tools for success. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/08/2026 ADDRESS: 300 Madison Ave, Madison NJ 07940, United States DESCRIPTION: Attend board meetings, support 4 events a year to raise funds, spread the word of the Dress for Success mission and generally help support the boutique where women go to get clothing for interviews or new job Also help organize and brainstorm ideas to help women with job training and financial literacy 2) LAC WEALTH PLANNING POSITION: Owner NATURE: Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: Less than 1 SECURITIES TRADING HOURS: 0 START DATE: 01/30/2026 ADDRESS: 35 Greenwood Ave, Madison NJ 07940, United States DESCRIPTION: Wealth Management

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-08
S65 Uniform Investment Adviser Law Examination 2012-05-12
  • S66 Uniform Combined State Law Examination
    2015-04-08
  • S65 Uniform Investment Adviser Law Examination
    2012-05-12
Designations
Other Names
  • Lisa Crosta Mcdonald
  • Lisa Anne Crosta
  • Lisa Crosta

View on SEC IAPD

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