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Christopher Fuentes

25 Years of Experience
Miami, FL
Broker

Christopher Fuentes is a registered investment advisor at Sanctuary Advisors, LLC, based in Miami, FL, with 25 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

1450 Brickell Avenue, Suite 2610, Miami, FL, 33131

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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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Employment History
Current Registrations
Sanctuary Advisors, LLC
August 2022 - Present · 4 yrs 1 mo
Sanctuary Securities, INC.
April 2022 - Present · 4 yrs 5 mos
Sanctuary Securities, INC.Broker
April 2022 - Present · 4 yrs 5 mos
Previous Registrations
Morgan Stanley
December 2012 - April 2022 · 9 yrs 4 mos
Morgan StanleyBroker
November 2012 - April 2022 · 9 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2005 - December 2012 · 7 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2001 - December 2012 · 11 yrs 10 mos
State Registrations5 states
CAFLNCPRTX
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.