Joel Randy Freedman

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

• 06/2009 → 03/2024
  Morgan Stanley
  West Conshohocken, PA
• 01/2015 → 03/2024
  Morgan Stanley Private Bank, National Association
  New York, NY
• 04/2024 → Present
  Sanctuary Securities, Inc.
  Radnor, PA
• 04/2024 → Present
  Sanctuary Advisors Llc
  Radnor, PA

Previous Registrations

• 2009-06-01 → 2024-03-28
  Morgan Stanley
  West Conshohocken, PA
  West Conshohocken, PA
• 2009-03-26 → 2009-06-01
  Citigroup Global Markets Inc.
  West Conshohocken, PA
• 2003-11-25 → 2009-03-27
  Wells Fargo Clearing Services, Llc
  Conshohocken, PA
  Conshohocken, PA

Other Businesses

1) Name: Jewish Federation of Greater Philadelphia Position: Member - Board of Trustees Nature: Philanthropic Organization supporting the Jewish community in Philadelphia, Israel and around the world. Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 1/1/2000 Address: 2001 Market Street, Suite 2300, Philadelphia PA 19103, United States Description: Attend board meetings and participate in leadership of the organization. 2) Name: Temple Beth Hillel - Beth El Position: Member of Board of Directors Nature: Synagogue Investment Related: No Hours: 3 Securities Trading Hours: 0 Start Date: 1/1/2004 Address: 1001 Remington Road, Wynnewood PA 19096, United States Description: Participate in board meetings and leadership of the synagogue. 3) Name: Jewish National Fund Position: Member of Board for Eastern Pennsylvania Region Nature: Philantropic organization dedicated to the State of Israel Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 1/1/2009 Address: 150 Monument Road, Suite 107, Bala Cynwyd PA 19004, United States Description: Member of the local board. 4) Name: Judith Creed Homes for Adult Independance Position: Member of Board of Directors Nature: Non-profit provider of residential and support services for developmentally disabled adults. Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 12/1/1993 Address: 274 S Bryn Mawr Avenue, Bryn Mawr PA 19010, United States Description: Member of board of directors and involved in leadership of the organization 5) TEMPLE BETH HILLEL - BETH EL POSITION: Honorary Member of Board of Directors NATURE: Synagogue INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2004 ADDRESS: 1001 Remington Road, Wynnewood PA 19096, United States DESCRIPTION: Participate in board meetings and leadership of the synagogue.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-04-19
• S63 Uniform Securities Agent State Law Examination
  1984-09-05

Designations

• Certified Financial Planner