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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Fagella is an investment advisor representative at Sanctuary Advisors, LLC. Brian has been in the industry since January 22, 2023. Brian holds the Series 66, Series 99TO, Series 7TO and SIE licenses. Brian is registered with the states of Connecticut and New York. Brian has previously worked at Morgan Stanley, Blue Owl Capital, CION Investments, Raymond James (Alex Brown), Wake Forest University, Greenwich Public Schools, Sanctuary Securities, Inc. and Sanctuary Advisors LLC. Brian specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
10/25/2024 - Present
Sanctuary Advisors, LLC (NEW YORK NY)
BOTH
Issued 04/04/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2024
Series 99TO - Operations Professional Examination
BC
Issued 01/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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