Lisa Crosta is a CFP-designated registered investment advisor at Sanctuary Advisors, LLC, based in Jersey City, NJ, with 11 years of industry experience. Lisa 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
30 Montgomery Street, Ste 970, Jersey City, NJ, 07302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa is an independent contractor for Arbonne International, selling personal health and beauty products through direct sales since 2008. She dedicates minimal time to this activity and receives minor commission trails.
Employment History
Current Registrations
Sanctuary Advisors, LLC
Sanctuary Securities, INC.Broker
Previous Registrations
Bpp Wealth Solutions, LLC
Mutual Securities, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Hennion & Walsh Asset Management, INC.
Hennion & Walsh, INC.Broker
Cambridge Investment Research Advisors, INC.
State Registrations7 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.