Shane Fox, financial advisor Moorestown NJ

Shane Fox

CRD Number: 6002983
Current Firm: Sanctuary Advisors, LLC

Shane Fox (CRD# 6002983) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Moorestown, NJ and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Sanctuary Wealth Moorestown, NJ Aug 2021 - Current 2
Merrill Lynch, Pierce, Fenner And Smith Incorporated Mount Laurel, NJ Oct 2011 - Current 12
Bank Of America, N.a. Mount Laurel, NJ Feb 2013 - Aug 2021 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Shane T. Fox
Phone Number: 317-975-7729
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    16,220
    MILLIONS
  • Total Number of Accounts
    38,933
    ACCOUNTS
  • Average Account Value
    $416,618
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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