Maria Wood
Investment adviser representative at Sanctuary Advisors, LLC
6 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
6 years in the industry.
- Sanctuary Advisors, LLCAug 2023 to now
- Sanctuary Securities, Inc.Dec 2022 to now
- Titan Global Capital ManagementMar 2022 to Dec 2022
- Robinhood Financial, LLCApr 2020 to Mar 2022
- TIAASep 2018 to Apr 2020
- TIAA-CREF Individual & Institutional Services, LLCSep 2018 to Apr 2020
- Alps Fund Services, IncAug 2017 to Aug 2018
- Alps Portfolio Solutions Distributors, Inc.Aug 2017 to Aug 2018
- Transamerica Capital IncNov 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 5229530
- Firm CRD
- 226606