Alex Lee Davis

Sanctuary Advisors, LLC

11 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax Planning

Sanctuary Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

357 advisors

Number of Clients

17,567 clients

Average Client Portfolio

$1.6M average

Assets Under Management

$27.7B

Fee Structure

Location

Nashville, TN

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Sanctuary Advisors, LLC

May 2022 - Present · 3 yrs 9 mos

Sanctuary Securities, INC.Broker

April 2022 - Present · 3 yrs 10 mos

Previous Registrations

UBS Financial Services INC.

July 2019 - May 2022 · 2 yrs 10 mos

UBS Financial Services INC.Broker

December 2013 - May 2022 · 8 yrs 5 mos

State Registrations21 states

AZCACTFLGAILINMAMDMEMIMTNCNJNYPARISDTNTXWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.