Andrew Leblanc is a registered investment advisor at Sanctuary Advisors, LLC, based in New York, NY, with 30 years of industry experience. Andrew 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
1345 Ave of the Americas 2nd Floor, New York, NY, 10105
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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.Broker
Sanctuary Securities, INC.
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.