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Basel Alwawi

Investment adviser representative at Sanctuary Advisors, LLC
10 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

10 years in the industry.

  1. Sanctuary Advisors, LLCApr 2023 to now
  2. Sanctuary Securities, Inc.Apr 2023 to now
  3. Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2019 to Apr 2023
  4. Morgan StanleyJan 2019 to Aug 2019
  5. TrulucksAug 2018 to May 2019
  6. Swanson, Martin & BellJun 2018 to Aug 2018
  7. Gc America, Inc.Jan 2018 to May 2018
  8. UnemployedJun 2017 to Dec 2017
  9. WalgreensApr 2016 to Jan 2018
  10. University of Illinois At ChicagoJan 2016 to May 2020

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 2 states (IL, 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
7055493
Firm CRD
226606
Advisor's SEC record (opens in a new tab)
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