Steven FiliaciCRD Number: 3016353
Current Firm: Sanctuary Advisors, LLC
Steven Filiaci (CRD# 3016353) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Short Hills, NJ and has over 21 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
High Mountain Financial Coaching LLC
|Sanctuary Advisors, LLC||Short Hills, NJ||Jun 2022 - Current||< 1|
|Sanctuary Securities, Inc.||Short Hills, NJ||Jun 2022 - Current||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Summit, NJ||Jan 2013 - Jun 2022||9|
|Bank Of America, N.a.||Summit, NJ||Jan 2013 - Jun 2022||9|
|Morgan Stanley Smith Barney||Short Hills, NJ||Jun 2009 - Jan 2013||3|
|Morgan Stanley & Company, Incorporated||Short Hills, NJ||Apr 2007 - Jan 2013||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2000|
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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