Grant Sloan, financial advisor Indianapolis IN

Grant Sloan

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Grant R. Sloan
Phone Number: 317-975-7729
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    12,064
    MILLIONS
  • Total Number of Accounts
    25,421
    ACCOUNTS
  • Average Account Value
    $474,576
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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