Kyle ShealerCRD Number: 5382149
Current Firm: Sanctuary Wealth Advisors LLC
Kyle Shealer (CRD# 5382149) is an Investment Advisor Representative working at Sanctuary Wealth Advisors LLC in San Francisco, CA and has over 9 years of experience in the finance industry.
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Sanctuary Wealth Advisors LLC||San Francisco, CA||Nov 2012 - Current||4|
|Sanctuary Securities, LLC||San Francisco, CA||Nov 2012 - Current||4|
|Thinkequity LLC||San Francisco, CA||Apr 2011 - Nov 2012||1|
|Thinkequity Partners LLC||San Francisco, CA||Jul 2006 - Apr 2011||4|
|Palisade Asset Mgmt.||Minneapolis, MN||Sep 2006 - Jun 2007||< 1|
|Bethel University||St. Paul, MN||Jul 2003 - Jun 2007||3|
|Great Northern Bank||St. Michael, MN||Mar 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management216MILLIONS
Total Number of Accounts689ACCOUNTS
Average Account Value$313,617
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AZ, CA, CO, CT, DC, FL, HI, IA, IL, LA, MI, NH, NY, OH, OR, PA, TX, UT, VA, WA
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