Best Investors
Account
Sign in
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-18 |
| TX | RA | APPROVED | 2026-06-18 |
Branch Locations
405 Lexington Avenue #917, New York, NY 10174 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Short Hills | NJ | 05/2009 | 10/2016 |
| Morgan Stanley Smith Barney Llc | Sag Harbor | NY | 10/2016 | 06/2026 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 12/2016 | 06/2026 |
| Sanctuary Securities, Inc. | New York | NY | 06/2026 | Present |
| Sanctuary Advisors Llc | New York | NY | 06/2026 | Present |
1) STAY AMERICA FOUNDATION POSITION: Co-Chair & Treasurer NATURE: A not-for-profit organization focused on community nourishment through the arts, education and hunger relief. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/22/2021 ADDRESS: 21 Long Island Avenue, #2588, Sag Harbor NY 11963, United States DESCRIPTION: Oversee financials and manage expenses/income for organization. I also oversee tax filing requirements and overall mission with my co-founder. 2) SAG HARBOR RENTAL POSITION: Owner NATURE: Rental property. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/18/2026 ADDRESS: 209 Main Street, Sag Harbor NY 11963 DESCRIPTION: Oversight of property, insurances, rental agreements, etc. 3) PIERSTONE WEALTH MANAGEMENT, LLC POSITION: Managing Partner NATURE: Pierstone Wealth Management is a DBA of Sanctuary Wealth. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 06/18/2026 ADDRESS: 405 Lexington Ave, New York NY 10174 DESCRIPTION: Full management responsibility for PWM, including practice management, budget oversight, team oversight, business building activities, wealth and investment management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-02 |
Reach out to this advisor