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Christopher Shaw

31 Years of Experience
Sea Girt, NJ
Broker

Christopher Shaw is a registered investment advisor at Sanctuary Advisors, LLC, based in Sea Girt, NJ, with 31 years of industry experience. Christopher 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
378 advisors
Number of Clients
17,567 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$27.7B

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.

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Location

Sea Girt, NJ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christopher owns rental properties and dedicates about half of his time to this investment-related activity. He also serves on the Board of Trustees for Monmouth University, spending minimal time on this non-investment related role.

Employment History
Current Registrations
Sanctuary Securities, INC.Broker
October 2023 - Present · 2 yrs 7 mos
Sanctuary Advisors, LLC
October 2023 - Present · 2 yrs 7 mos
Sanctuary Securities, INC.
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Morgan Stanley
June 2009 - October 2023 · 14 yrs 4 mos
Morgan StanleyBroker
June 2009 - October 2023 · 14 yrs 4 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
April 2002 - April 2007 · 5 yrs
Morgan Stanley Dw INC.Broker
December 1994 - April 2007 · 12 yrs 4 mos
L.C. Wegard & CO., INC.Broker
December 1994 - January 1995 · 1 mo
State Registrations8 states
CTFLNHNJNYOHSCVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Christopher Shaw - Financial Advisor | TrueAdvisor