Andrew Leblanc
Andrew Leblanc is a registered investment advisor at Sanctuary Advisors, LLC, based in New York, NY, with 31 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 19,540 clients with $35B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
Fees are negotiated individually with your investment advisor representative, up to a maximum annual rate of 2.75% of your total portfolio assets.
Fee Estimator
Location
1345 Ave of the Americas 2nd Floor, New York, NY, 10105
Get directionsHistory
Regulatory History (6)
Regulatory
August 2022Regulatory
February 2021Regulatory
October 2020Customer Dispute
June 2017Customer Dispute
June 2017Customer Dispute
November 2011Employment History
Current Registrations
Sanctuary Advisors, LLC
Sanctuary Securities, INC.
Sanctuary Securities, INC.Broker
Previous Registrations
Gary Goldberg Planning Services
Gary Goldberg & CO., LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations6 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.
Exams
More Advisors
- Michael Murphy, CFASanctuary Advisors, LLC
- Dee-Ann Fox, CFPDee-Ann R. Fox, CFP
- Konstantin Fominykh, CFATenviz
- James Colavita, CFPGentrust
- Paul Bernardi, CFPCohen & Steers Capital Management INC.
- Peter Thomann, CFPBrave Eagle Wealth Management