Serena Mao
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.
- Sanctuary Advisors, LLCJul 2026 to now
- Sanctuary Securities, Inc.Jul 2026 to now
- Morgan Stanley Private Bank, N.AMay 2022 to Apr 2026
- Morgan StanleyApr 2022 to Apr 2026
- Boyds PhiladelphiaAug 2019 to Mar 2022
- BonchonJun 2019 to Sep 2019
- Burlington Stores Inc.Jan 2018 to Apr 2019
- J Rosen ShowroomSep 2017 to Dec 2017
- Saint Joseph's UniversityJul 2017 to Sep 2017
- Marisa BoutiqueJan 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
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
- 7532728
- Firm CRD
- 226606