Unclaimed Profile

Kevin P Chase

SANCTUARY ADVISORS, LLC·INDIANAPOLIS, Indiana

SIE, Series 5, Series 7, Series 8, Series 9, Series 10, Series 15, Series 24, Series 63, Series 65Clean record14 years registeredSANCTUARY ADVISORS, LLC

3815 RIVER CROSSING PKWY, INDIANAPOLIS, IN 46240CRD# 1626158Firm CRD# 226606

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin P Chase · INDIANAPOLIS, IN

Registration

CRD #1626158 · SANCTUARY ADVISORS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

SANCTUARY ADVISORS, LLC

Nov 2022 – present

SANCTUARY SECURITIES, INC.

Nov 2022 – present

SANCTUARY ADVISORS, LLC

Nov 2018 – Jun 2021

WAXHAW, NC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Dec 2011 – Aug 2017

INDIANAPOLIS, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 5

Series 7

Series 8

Series 9

Series 10

Series 15

Series 24

Series 63

Series 65

Registration record

First registered · December 22, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SANCTUARY ADVISORS, LLC

CRD 226606 · SEC 801-99364

AUM

$22.0B

Regulatory assets under management

Employees

633

49,099 client accounts

Services offered by SANCTUARY ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SANCTUARY ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Kevin P Chase offer?

Kevin P Chase specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.

What are Kevin P Chase's credentials?

Kevin P Chase is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin P Chase located?

Kevin P Chase is based in INDIANAPOLIS, Indiana, working with SANCTUARY ADVISORS, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.

How does Kevin P Chase charge for services?

Kevin P Chase's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SANCTUARY ADVISORS, LLC?

SANCTUARY ADVISORS, LLC has approximately 633 employees and manages $22.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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