Kevin P Chase
Investment adviser representative at Sanctuary Advisors, LLC
45 yearsExperience
2 statesRegistered in
$34.9BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
45 years in the industry.
- Sanctuary Advisors, LLCNov 2022 to now
- Sanctuary Securities, Inc.Nov 2022 to now
- Breckenridge Consulting LLCJun 2021 to Nov 2022
- Sanctuary Advisors, LLCSep 2018 to May 2021
- Sanctuary Securities, Inc.Sep 2018 to May 2021
- RetiredSep 2017 to Aug 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 1981 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Sanctuary Advisors, LLC
$34.9BAssets managed
19,540Clients
400Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1626158
- Firm CRD
- 226606