Grant SloanCRD Number: 7367690
Current Firm: Sanctuary Advisors, LLC
Grant Sloan (CRD# 7367690) 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||Indianapolis, IN||Apr 2021 - Current||1|
|Saddlebrook Golf Club||Indianapolis, IN||Dec 2020 - Apr 2021||< 1|
|Full Time Education (indiana University)||Bloomington, IN||Aug 2019 - Dec 2020||1|
|Unemployed||Bloomington, IN||May 2019 - Aug 2019||< 1|
|Full Time Education (indiana University)||Bloomington, IN||Aug 2018 - May 2019||< 1|
|Indiana University Varsity Club||Bloomington, IN||May 2018 - Aug 2018||< 1|
|Full Time Education (indiana University)||Bloomington, IN||Aug 2017 - May 2018||< 1|
|Unemployed||Bloomington, IN||May 2017 - Aug 2017||< 1|
|Full Time Education (indiana University)||Bloomington, IN||Sep 2016 - May 2017||< 1|
|The Club At Chatham Hills||Westfield, IN||May 2016 - Sep 2016||< 1|
|Full Time Education (university Of Virginia)||Charlottesville, VA||Sep 2015 - May 2016||< 1|
|Bullpen Tournaments||Westfield, IN||Jun 2015 - Sep 2015||< 1|
|Full Time Education (zionsville Hs)||Zionsville, IN||Sep 2011 - Jun 2015||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
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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