Michael Vanaria, financial advisor Moorestownn NJ

Michael Vanaria

CRD Number: 7459386
Current Firm: Sanctuary Advisors, LLC

Michael Vanaria (CRD# 7459386) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Moorestownn, NJ and has 1 year of experience in the finance industry.

Similar Advisors
Thomas Corcimiglia, financial advisor Moorestownn NJ
Thomas C. Corcimiglia
CRD# 2972218
Lpl Financial LLC
Similar Advisors
Frank Speace, financial advisor Moorestownn NJ
Frank C. Speace
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Mark Abbonizio, financial advisor Moorestownn NJ
Mark D. Abbonizio
CRD# 6180296
Oppenheimer & Company Inc.
Company Name Location Dates Years
Sanctuary Securities, Inc. Moorestown, NJ Nov 2022 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington, NJ Oct 2021 - Nov 2022 1
Unemployed Ocean City, NJ Aug 2021 - Oct 2021 < 1
Loyola University Maryland Baltimore, MD Aug 2020 - Aug 2021 1
Impulse Dynamics Marlton, NJ Jun 2021 - Jul 2021 < 1
Unemployed Ocean City, NJ Jul 2020 - Sep 2020 < 1
Loyola University Maryland Baltimore, MD Sep 2019 - May 2020 < 1
Loyola University Maryland Baltimore, MD Sep 2016 - May 2020 3
Garden State Home Loan Cherry Hill, NJ May 2019 - Aug 2019 < 1
Heritage Surf & Sport Ocean City, NJ May 2014 - Aug 2018 4
Moorestown High School Moorestown, NJ Sep 2015 - Jun 2016 < 1
Heritage Surf & Sport Ocean City, NJ Jun 2015 - Sep 2015 < 1
Moorestown High School Moorestown, NJ Sep 2014 - Jun 2015 < 1
Moorestown High School Moorestown, NJ Sep 2013 - Jun 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2023
Contact Info for Michael R. Vanaria
Phone Number: 317-975-7729
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    22,024
    MILLIONS
  • Total Number of Accounts
    49,099
    ACCOUNTS
  • Average Account Value
    $448,569
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.