Austin PagliaCRD Number: 7301847
Current Firm: Sanctuary Advisors, LLC
Austin Paglia (CRD# 7301847) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Indianapolis, IN and has 1 year of experience in the finance industry.
Canterbury Investment Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sanctuary Advisors, LLC
|Sanctuary Wealth||Shrewsbury, NJ||Dec 2021 - Current||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Pennington, NJ||Oct 2020 - Dec 2021||1|
|Unemployed||N/a, NJ||May 2020 - Sep 2020||< 1|
|Fairfield University||Fairfield, CT||Sep 2016 - May 2020||3|
|Mirae Asset Securities||New York, NY||Jun 2019 - Jul 2019||< 1|
|Yorktel||Eatontown, NJ||Dec 2017 - Aug 2018||< 1|
|Yorktel||Eatontown, NJ||May 2017 - Aug 2017||< 1|
|Yorktel||Eatontown, NJ||Nov 2015 - Aug 2016||< 1|
|Shore Regional High School||West Long Branch, NJ||Jul 2012 - Jun 2016||3|
|Borough Of Oceanport||Oceanport, NJ||Jun 2015 - Jul 2015||< 1|
|Borough Of Oceanport||Oceanport, NJ||Jun 2014 - Jul 2014||< 1|
|Maple Place Middle School||Oceanport, NJ||Oct 2010 - Jun 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2021|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management12,064MILLIONS
Total Number of Accounts25,421ACCOUNTS
Average Account Value$474,576
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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