Claim Profile
Unclaimed Profile
RG

Robert Edward Gaudio

SANCTUARY ADVISORS, LLC·INDIANAPOLIS, Indiana
SIE, Series 7, Series 63SANCTUARY ADVISORS, LLC
250 W. 96TH ST., INDIANAPOLIS, IN 46260CRD# 4030185Firm CRD# 226606

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Edward Gaudio · INDIANAPOLIS, IN
Registration
CRD #4030185 · SANCTUARY ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

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
Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in INDIANAPOLIS?

Browse all registered financial advisors in INDIANAPOLIS, Indiana or claim this profile if it's yours.

04

Frequently Asked Questions

What services does Robert Edward Gaudio offer?
Robert Edward Gaudio specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are Robert Edward Gaudio's credentials?
Robert Edward Gaudio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Edward Gaudio located?
Robert Edward Gaudio 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 Edward Gaudio charge for services?
Robert Edward Gaudio'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →