Invested Better
Unclaimed

Unclaimed

Unclaimed

Christopher William Shaw

Sanctuary Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christopher? Claim Your Profile

About Christopher William Shaw

Christopher William Shaw is a financial advisor registered with Sanctuary Advisors, LLC. Christopher Shaw is a financial advisor who has been in the industry since December 1994. Christopher Shaw is registered in Connecticut, Florida, New Hampshire, New Jersey, New York, Ohio, South Carolina, and Virginia. Christopher Shaw specializes in providing financial planning, portfolio management, and educational seminars. Christopher Shaw is also a Board of Trustee for Monmouth University.

Firm Information

Christopher Shaw 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christopher Shaw’s Registration & Firm History

NJ

10/04/2023 - Present

Sanctuary Advisors, LLC (SEA GIRT NJ)

NJ

06/01/2009 - 10/09/2023

MORGAN STANLEY (Red Bank NJ)

NJ

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (RED BANK NJ)

NJ

12/13/1994 - 04/02/2007

MORGAN STANLEY DW INC. (RED BANK NJ)

NY

12/13/1994 - 01/16/1995

L.C. WEGARD & CO., INC. (NEW YORK NY)

Not sure if Christopher William Shaw is right for you?

Licenses & Designations

IA

Issued 02/14/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/09/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/26/1999

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/18/2002

Series 3 - National Commodity Futures Examination

BC

Issued 12/28/1994

Series 31 - Futures Managed Funds Examination

BC

Issued 12/12/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher William Shaw.
Not sure if Christopher William Shaw is right for you?