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Christopher Mark Paglia

Sanctuary Advisors, LLC

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About Christopher Mark Paglia

Christopher Paglia is a financial advisor registered with Sanctuary Advisors, LLC. Christopher has been in the financial services industry since December 1992. He currently holds active registrations with the state of New Jersey and Texas. Christopher previously worked with Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Citigroup Global Markets Inc., Dean Witter Reynolds Inc., G.X. Clarke & Co. and Lincoln Investment Planning, Inc. Christopher specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Christopher Paglia is currently registered with Sanctuary Advisors, LLC. Sanctuary Advisors, LLC is an Indianapolis, Indiana-based wealth management firm with over $22 billion in regulatory assets under management. The firm serves individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Their services include financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. The firm also participates in wrap fee programs.
Sanctuary Advisors, LLC

3815 RIVER CROSSING PKWY

INDIANAPOLIS, IN 46240

$22.02B

Assets Under Management

Not reported

Total Clients

300

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Paglia’s Registration & Firm History

IN

05/06/2021 - Present

Sanctuary Advisors, LLC (INDIANAPOLIS IN)

NJ

10/28/2010 - 05/11/2021

WELLS FARGO CLEARING SERVICES, LLC (RED BANK NJ)

NJ

06/01/2009 - 11/05/2010

MORGAN STANLEY SMITH BARNEY (RED BANK NJ)

NJ

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (RED BANK NJ)

NJ

02/23/2007 - 04/02/2007

MORGAN STANLEY DW INC. (RED BANK NJ)

NJ

09/05/2000 - 03/06/2007

CITIGROUP GLOBAL MARKETS INC. (RED BANK NJ)

NY

03/23/1994 - 09/05/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NJ

09/29/1993 - 01/18/1994

G.X. CLARKE & CO. (JERSEY CITY NJ)

PA

09/26/1992 - 09/07/1993

LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)

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Licenses & Designations

IA

Issued 05/04/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/28/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 72 - Government Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/1994

Series 31 - Futures Managed Funds Examination

BC

Issued 04/18/1994

Series 7 - General Securities Representative Examination

BC

Issued 09/21/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Mark Paglia.
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