Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Grant Shay is a registered investment advisor representative with Sanctuary Advisors, LLC. Kenneth has been in the financial services industry since 1972 and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co., Incorporated, and Morgan Stanley DW Inc. Kenneth's primary practice is focused on providing financial planning and investment advice to individuals, corporations, and charitable organizations. He also offers services to help clients select other financial advisors.
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
IL
04/28/2023 - Present
Sanctuary Advisors, LLC (CHICAGO IL)
IL
04/05/2007 - 05/01/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
04/02/2007 - 04/09/2007
MORGAN STANLEY & CO., INCORPORATED (CHICAGO IL)
IL
01/03/2002 - 04/02/2007
MORGAN STANLEY DW INC. (CHICAGO IL)
NY
02/12/1985 - 01/08/2002
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NA
08/19/1981 - 12/19/1984
DEAN WITTER REYNOLDS INC.
NA
12/11/1979 - 07/26/1981
PAINE WEBBER MITCHELL HUTCHINS INC.
NA
11/04/1977 - 12/15/1979
BLYTH EASTMAN DILLON & CO. INCORPORATED
NA
12/26/1972 - 12/07/1977
LOEB, RHOADES & CO. INC.
IA
Issued 03/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1977
PC - AMEX Put and Call Exam
BC
Issued 12/13/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Kenneth Shay is the right advisor for you? Invested Better is here to help.
