Michael Louis Goldfader

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

• 08/1998 → 04/2020
  Ubs Financial Services Inc.
  Mission Viejo, CA
• 04/2020 → 04/2024
  Wells Fargo Clearing Services, Llc
  Irvine, CA
• 04/2024 → Present
  Sanctuary Securities, Inc.
  Indianapolis, IN

Previous Registrations

• 2020-06-01 → 2024-04-09
  Wells Fargo Clearing Services, Llc
  Walnut Creek, CA
  Beverly Hills, CA
  Los Angeles, CA
  Irvine, CA
  Irvine, CA
  Irvine, CA
  Irvine, CA
• 1998-10-01 → 2020-04-02
  Ubs Financial Services Inc.
  Irvine, CA
  Beverly Hills, CA
  Beverly Hills, CA
  Bakersfield, CA

Other Businesses

1) Name: Kennedy's On Monroe (Market) Position: Co-Owner Nature: Partial ownership in a local market which sells Mexican food from the grill, beverages and snacks. Attached to the property is a nursery where we sell assorted plants and trees. Investment Related: No Hours: 6 Securities Trading Hours: 0 Start Date: 11/01/2021 Address: 56400 Monroe Ave., La Quinta CA 92253, United States Description: On weekends I reconcile invoices and payroll. I work with our vendors and perform inventory spot checks and assist in the general design of remodel. 2) Name: URTH Cafe' Position: Investor Nature: Cafe restaurant which sells coffee, tea and baked goods. Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 11/13/2017 Address: multiple, Los Angeles CA 90210, United States Description: None 3) Name: Michael & Susan Goldfader Trust Position: Trustee Nature: Rental Home; Palm Springs, CA Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 12/01/2021 Address: 620 Equinox Way, Palm Springs CA 92262, United States Description: None...Home is professionally managed by Management Company 4) Jewish Community Foundation of Orange County POSITION: Chair of Investment Committee NATURE: Board member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/08/2026 ADDRESS: 1 Federation Way, Irvine, CA 92693 DESCRIPTION: Board member

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-01-25

Other Names

• Michael Louis Goldfader
• Michael Goldfader