Unclaimed Profile

Robert Lynn Cram

SANCTUARY ADVISORS, LLC·INDIANAPOLIS, Indiana

SIE, Series 7, Series 8, Series 14, Series 24, Series 55, Series 63SANCTUARY ADVISORS, LLC

250 W, 96TH ST., INDIANAPOLIS, IN 46260CRD# 864333Firm CRD# 226606

Profile Verification

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

Identity

Robert Lynn Cram · INDIANAPOLIS, IN

Registration

CRD #864333 · SANCTUARY ADVISORS, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 14

Series 24

Series 55

Series 63

Disclosure History

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Source: SEC IAPD. Resolutions may have changed since.

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

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Introduction

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Frequently Asked Questions

What services does Robert Lynn Cram offer?

Robert Lynn Cram specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.

What are Robert Lynn Cram's credentials?

Robert Lynn Cram is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Lynn Cram located?

Robert Lynn Cram is based in INDIANAPOLIS, Indiana, working with SANCTUARY ADVISORS, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.

How does Robert Lynn Cram charge for services?

Robert Lynn Cram'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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