Slidell, LA Office

Team
Updated today
Sanctuary Advisors, LLC logo

Sanctuary Advisors, LLC

Enterprise

Firm-wide stats for Sanctuary Advisors, LLC

Total advisors

398

Across 130 offices

Clients per advisor

48 Low

Avg AUM per client

$1,618,113 Very High

HNW client ratio

23% Typical

About

Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad mix of clients—including individuals (including high‑net‑worth), corporations, pension and profit‑sharing plans, trusts, estates, and charitable organizations—through a network of more than 400 independent investment adviser representatives. Service offerings include portfolio management via Advisor‑Directed programs, Separately Managed Accounts (SMAs), Unified Managed Accounts (UMAs), financial planning, retirement plan consulting (including ERISA 3(21) and 3(38) arrangements), and the selection of other advisers.

The firm delivers advice through IARs who may be dually licensed and who develop their own investment philosophies and strategies subject to firm supervision; accounts can be managed on a discretionary or non‑discretionary basis and may use sub‑advisers, model portfolios, or third‑party managed account platforms (BNY Mellon and Adhesion). Sanctuary employs a range of analytical approaches (fundamental, quantitative, technical) and offers both onshore and offshore SMA solutions, and it acts as a fiduciary when a written advisory agreement exists.

Distinctive features include Sanctuary Wealth’s platform and ownership structure—Sanctuary owns tru Independence and completed the acquisitions of tru Independence Asset Management and TIAM2 on April 30, 2024—and affiliations with firms such as Azimut and Kennedy Lewis that place affiliate products on the platform. The firm also discloses practices that are less common among peers of its size: it may negotiate performance‑based fees and side‑by‑side management for Qualified Institutional Buyers with at least $100 million invested, it automatically enrolls managed accounts in a third‑party class‑action recovery service (clients may opt out), and it maintains multi‑custodian and sweep arrangements (including Goldman Sachs Custody Solutions) with associated custodial‑related revenue‑sharing and soft‑dollar considerations.

Based on Sanctuary Advisors, LLC

Expertise

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

Based on Sanctuary Advisors, LLC

Location

2054 Gause Blvd E

Slidell LA 70461

Advisors at this office

6

Advisors at this office

user avatar

Davis S

Series 66

Slidell, LA

Sanctuary Advisors, LLC

Davis Scharp is a financial advisor at Sanctuary Advisors, LLC with a Series 66 designation and less than one year of industry experience. Prior to joining Sanctuary Advisors, he held roles at Sanctuary Securities, Inc., the United States Marine Inc., and The Lyric. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent advisors. The firm offers portfolio management, financial planning, and retirement plan consulting using various analytical approaches and maintains a range of investment platform affiliations.

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

Tracy C

Series 66

Slidell, LA

Sanctuary Advisors, LLC

Tracy Clanton is a Series 66-registered financial advisor at Sanctuary Advisors, LLC with seven years of industry experience. She has worked at Sanctuary Advisors since 2020, and previously held roles at Bank of America and Merrill Lynch. Clanton serves as a member of the Slidell Civil Service Board, an independent board that oversees personnel-related appeals and rulemaking for the City of Slidell, Louisiana. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers various portfolio management options through a network of more than 400 independent advisers and employs multiple analytical approaches, acting as a fiduciary where advisory agreements exist.

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

Steven L

Series 66

Slidell, LA

Sanctuary Advisors, LLC

Steven Longo is a financial advisor at Sanctuary Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. He has been with Sanctuary Wealth since 2020. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports over 400 independent investment adviser representatives who offer portfolio management, financial planning, retirement plan consulting, and other services using various investment approaches and platforms.

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

Chris C

Series 66

Slidell, LA

Sanctuary Advisors, LLC

Chris Collins is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 22 years of industry experience. His previous roles include positions at Bank of America, N.A. and Merrill. He is based in Slidell, Louisiana. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who develop their own investment strategies under firm supervision and offers a range of portfolio management options along with fiduciary services.

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

Theodore L

Series 63, Series 65

Slidell, LA

Sanctuary Advisors, LLC

Theodore Longo is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His prior roles include positions at Merrill Lynch and Bank of America, where he worked for over three decades combined. Longo serves on the executive board of the Pine Burr Area Council for the Boy Scouts of America and is a board member of the Brothers of the Sacred Heart Foundation, a Catholic charitable and educational organization. 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 operates through a large network of independent advisers offering portfolio management, retirement plan consulting, and access to various managed account platforms, delivering advice with a range of analytical approaches while acting as a fiduciary under written agreements.

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

Stephanie L

Series 63, Series 66

Slidell, LA

Sanctuary Advisors, LLC

Stephanie Lawson is a financial advisor with Sanctuary Advisors, LLC in Slidell, LA, holding Series 63 and Series 66 licenses and 15 years of industry experience. She previously worked at Merrill from 2006 to 2020 and has been with Sanctuary Securities, Inc. since 2020. 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 over 400 independent investment adviser representatives who employ a range of investment strategies and analytical approaches, offering both discretionary and non-discretionary account management through multiple platforms.

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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