Jersey City, NJ Office

Team
Updated today

Client AUM

$30,784,600,000

Clients

19,025

Advisors

3

Of 404 advisors across 128 offices

Location

30 Montgomery Street, Suite 970

Jersey City NJ 07302

Advisors at this office

3

Advisors at this office

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John A

Series 66

Jersey City, NJ

Sanctuary Advisors, LLC

John Araneo is a financial advisor at Sanctuary Advisors, LLC with 28 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Bank of America, Merrill, and Morgan Stanley. Outside of his advisory work, Araneo serves as Treasurer and board member of Eva’s Village, a nonprofit focused on feeding the hungry and assisting the homeless, where he leads fundraising committees. He also sits on the Board of Trustees of Tiro A Segno, a private Italian American heritage and dining club. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports a network of more than 400 independent investment adviser representatives offering portfolio management and retirement plan consulting, utilizing a range of analytical approaches and fiduciary services.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Angel T

CFP®, Series 63, Series 65

Jersey City, NJ

Sanctuary Advisors, LLC

Angel Tineo is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC. His prior roles include positions at Citi Wealth Advisors, Bank of America, and Merrill. He holds Series 63 and Series 65 licenses. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a broad range of investment approaches and offers portfolio management through Advisor-Directed programs, Separately Managed Accounts, and Unified Managed Accounts.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Lisa C

CFP®, Series 65, Series 66

Jersey City, NJ

Sanctuary Advisors, LLC

Lisa Crosta is a financial advisor with Sanctuary Advisors, LLC and holds the CFP® designation along with Series 65 and Series 66 licenses. She has 11 years of industry experience, including roles at Mass Mutual Life Insurance Company, Mutual Securities, Inc., and Hennion & Walsh Inc. Outside of advising, she has been involved as an independent contractor with Arbonne International, a direct sales company for personal health and beauty products. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports a wide range of investment approaches and account types, offering portfolio management through Advisor-Directed programs, SMAs, UMAs, and third-party platforms, while operating as a fiduciary under written advisory agreements.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
View complete list of advisors at this office
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