Angel Tineo
Angel Tineo is a CFP-designated registered investment advisor at Sanctuary Advisors, LLC, based in Jersey City, NJ, with 27 years of industry experience. Angel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,567 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sanctuary Advisors' fees for investment management are calculated as a percentage of the total market value of the assets managed by your investment advisor representative. The maximum fee is 2.75% of your portfolio. Fees are negotiated individually. Clients may participate in a wrap fee program, which includes management, brokerage, custodial fees, and other related costs.
Location
30 Montgomery Street, Suite 970, Jersey City, NJ, 07302
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2023Customer Dispute
December 2008Employment History
Current Registrations
Sanctuary Advisors, LLC
Sanctuary Securities, INC.
Sanctuary Securities, INC.Broker
Previous Registrations
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Amtrust Investment Services, INC.Broker
AXA Advisors, LLCBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.