Gerald Spitzer
Gerald Spitzer is a registered investment advisor at Sanctuary Advisors, LLC, based in Paramus, NJ, with 33 years of industry experience. Gerald 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
115 W. Century Rd, Suite 180, Paramus, NJ, 07652
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2012Customer Dispute
December 2008Other Business Activities
Gerald is a member of PAGS Queen LLC, dealing with real estate in Charleston, SC, and a board member for NAMI NYC, a non-profit mental illness organization. He also serves on the Advisory Board for the NJ/NY Center for Employee Ownership, dedicating minimal time to each activity.
Employment History
Current Registrations
Sanctuary Advisors, LLC
Sanctuary Securities, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations21 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.