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Claire Cooke

Sanctuary Advisors, LLC

Indianapolis, IN

CRD 7121642

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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
IN RA APPROVED 2023-08-15
IL RA APPROVED 2023-08-14
  • IN RA
    APPROVED
    Since 2023-08-15
  • IL RA
    APPROVED
    Since 2023-08-14

Branch Locations

9340 Priority Way West, Indianapolis, IN 46240 • 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 Chicago IL 07/2019 07/2023
University Of Notre Dame Notre Dame IN 08/2018 06/2019
Alliance Bernstein Chicago IL 06/2018 08/2018
University Of Notre Dame Notre Dame IN 08/2017 05/2018
Birge & Held Indianapolis IN 06/2017 08/2017
University Of Notre Dame Notre Dame IN 08/2016 05/2017
Sanctuary Securities, Inc. Indianapolis IN 08/2023 Present
Sanctuary Advisors Llc Indianapolis IN 08/2023 Present
  • 07/2019 → 07/2023
    Morgan Stanley
    Chicago, IL
  • 08/2018 → 06/2019
    University Of Notre Dame
    Notre Dame, IN
  • 06/2018 → 08/2018
    Alliance Bernstein
    Chicago, IL
  • 08/2017 → 05/2018
    University Of Notre Dame
    Notre Dame, IN
  • 06/2017 → 08/2017
    Birge & Held
    Indianapolis, IN
  • 08/2016 → 05/2017
    University Of Notre Dame
    Notre Dame, IN
  • 08/2023 → Present
    Sanctuary Securities, Inc.
    Indianapolis, IN
  • 08/2023 → Present
    Sanctuary Advisors Llc
    Indianapolis, IN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-04
  • S66 Uniform Combined State Law Examination
    2019-10-04
Other Names
  • Claire E Cooke

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWEST FINANCIAL SERVICES INC
INVESTMENT ADVISORS OF INDIANAPOLIS INC

Nearby Investors

MARTIN WAYNE RICE
Michael REED Myers
BEAU MCCOY BARRETT

Nearby Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN

More in Indianapolis, IN

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