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Charles Irwin Todd

Sanctuary Advisors, LLC

Sandusky, OH

North Augusta, SC

Fort Myers, FL

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Current Employers
Sanctuary Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-05-20
FL RA APPROVED 2025-05-16
OH RA APPROVED 2025-05-09
TX RA APPROVED 2025-05-09
  • SC RA
    APPROVED
    Since 2025-05-20
  • FL RA
    APPROVED
    Since 2025-05-16
  • OH RA
    APPROVED
    Since 2025-05-09
  • TX RA
    APPROVED
    Since 2025-05-09

Branch Locations

1521 E Perkins Avenue Offices 3, 4, & 5, Sandusky, OH 44870 • United States

1315 W Martintown Road Suite C, North Augusta, SC 29860 • United States

12800 Univeristy Drive Suite 195, Fort Myers, FL 33907 • 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
Ubs Financial Services Inc Fort Myers FL 07/2006 05/2025
Sanctuary Securities, Inc. Fort Myers FL 05/2025 Present
Sanctuary Advisors Llc Fort Myers FL 05/2025 Present
Previous Registrations
  • 2006-07-24 → 2025-05-20
    Ubs Financial Services Inc.
    Fort Myers, FL
    Fort Myers, FL
  • 1991-01-01 → 2006-07-25
    Morgan Stanley Dw Inc.
    Cape Coral, FL
    Cape Coral, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-05-01
S63 Uniform Securities Agent State Law Examination 1980-10-16
  • S65 Uniform Investment Adviser Law Examination
    1992-05-01
  • S63 Uniform Securities Agent State Law Examination
    1980-10-16

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · SANDUSKY, OH
SANCTUARY ADVISORS, LLC · SANDUSKY, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · SANDUSKY, OH
AMPLIFIED MOMENTUM GROUP LLC · SANDUSKY, OH
STRUCTURED INVESTMENT ADVISORS, LLC · SANDUSKY, OH
AUSDAL FINANCIAL PARTNERS, INC. · Sandusky, OH
EDWARD JONES · SANDUSKY, OH
CETERA INVESTMENT ADVISERS LLC · SANDUSKY, OH

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