Gisselle De La Caridad Balza

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

• 09/2014 → 05/2021
  Morgan Stanley
  Miami, FL
• 05/2021 → Present
  Sanctuary Wealth
  Miami, FL

Previous Registrations

• 2014-09-03 → 2021-06-08
  Morgan Stanley
  Miami, FL
• 2013-09-06 → 2014-09-05
  Brickell Global Advisory, Inc.
  Miami, FL
• 2008-06-10 → 2009-03-16
  Stanford Group Company
  Miami, FL
  Miami, FL

Other Businesses

1. Name: N/A RENTAL PROPERTY Position: OWNER Nature: This is a rental property Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 08/28/2020 Address: 7891 SW 152 AVE UNIT: 202-2, MIAMI FL 33193, United States Description: NONE, PASSIVE ROLE 2. Name: N/A RENTAL PROPERTY Position: OWNER Nature: THIS IS A RENTAL PROPERTY Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 04/20/2021 Address: 7871 SW 152 AVE UNIT 1301, MIAMI FL 33193, United States Description: NONE, PASSIVE ROLE 3. Name: SERENITY STAYS VACATION HOMES INC. Position: VP OWNER Nature: Rental property, scheduled to start operations in January 2022. Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 11/16/2021 Address: 7301 SW 159 AVE, MIAMI FL 33193, United States Additional Info: Description: I will not actively manage property, passive owner. 4. Name: N/A RENTAL PROPERTY Position: OWNER Nature: Rental property I will be purchasing Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 02/08/2023 Address: 4535 SW 89TH PL, MIAMI FL 33165, United States Description: NONE, PASSIVE ROLE 5) SUMMIT PEAK LLC POSITION: owner/director NATURE: Services in Diagonal Investment Office. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/09/2026 ADDRESS: 2134 sw 93 ct, miami FL 33165, United States DESCRIPTION: owner/director

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-07-23
• S66 Uniform Combined State Law Examination
  2008-06-06