VG
Victoria Greene
SANCTUARY ADVISORS
College Station, TX 77845
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CRD#: 5490585
VG
Professional summary
Victoria Greene, who also goes by VIctoria C Greene, is a registered financial advisor currently at SANCTUARY ADVISORS, LLC located in College Station, Texas and SANCTUARY SECURITIES, INC. located in College Station, Texas.
Victoria is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Victoria has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Victoria C Greene
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) A-Name of business: MAY'S BUSINESS SCHOOL, TEXAS A&M UNIVERISTY B-Address: 4218 Tamu, College Station, TX, C-Nature of the business: Public University D-Position: Advisory Board Member to Master's in Finance Program E- Investment-related: NO F-Number of hours: 2 G-Number of hours: 0 (2) A-Name of business: Houston Culver Club B-Address: Houston C-Nature of the business: Local chapter of alumni school network D-Position: President E- Investment-related: NO F-Number of hours:5 G-Number of hours :0 (3) Name: HGV Farms LLC Position: Managing Partner Nature: Set up for purchasing & taking care of & selling land, cattle, horses & general agriculture business venture. Investment Related: No Hours: 10 Securities Trading Hours: 0 Start Date: 2/01/2021 Address: 1211 Van Horn Dr, College Station TX 77845 Description: Single member LLC, Managing partner (4) Name: Corner Capital Advisors Position: Independent Contractor Nature: Provide its clients with operating & financial expertise to a diverse team comprised of former lenders and financial professionals. Investment Related: Yes Hours: 5 Securities Trading Hours: 2 Start Date: 9/15/2022 Address: 10 E. Figueroa St, Suite 204, Santa Barbra CA 93101 Description: Financial & estate planning for business sellers (5) Name: G Squared Asset Management Position: Officer/Director Nature: DBA Investment Related: Yes Hours: 15 Securities Trading Hours: 10 Start Date: 7/1/2021 Address: 1470 Copperfield Parkway, College Station TX 77845 Description: Offshoot (second DBA) of G Squared Private Wealth, LLC (6) Name: Culver Academies Position: Legion Board of Directors Nature:Private prep boarding school based in Culver, IN. Active member of the alumni association. Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 7/15/2022 Address: 1300 Academy Road, Culver IN 46511 Description: Legion Board has 24 elected directors. Members elected to serve a two-year term, can also do two additional two-year terms & meets three times a year. (7) Name: Continuum 22 LLC Position: Manager, Officer Nature: LLC set up for 6 Degrees Wealth's Investment Related: No Hours: 2 Securities Trading Hours: 2 Start Date: 8/20/2022 Address: 1470 Copperfield Parkway, College Station TX 77845, USA Description: Getting with bookkeeper for filings. No income or ownership (7) Name: 6 Degrees Wealth. Position: Founding Partner / CIO Nature: A partnership to acquire new practices & retiring advisors Investment Related: Yes. Hours: 50 Trading Hours: 40. Start Date: 9/15/2020 Address: 15377 Memorial Drive, STE 340, Houston TX 77024 Description: Portfolio Management for 6 Degrees advisors, consulting, providing commentary & market updates. Operations: Help with running partnership (8) Name: G Squared Media LLC Position: Manager, Member Nature: LLC for CNBC Contributor expenses, travel & media expenses for media appearances. Investment Related: No Hours: 5 Securities Trading Hours: 5 Start Date: 12/11/2022 Address: 1470 Copperfield Parkway, College Station TX 77845 Description: Member/manager. Will need to admin the LLC, work with CPA on tax prep, manage expenses and bank account (9) Name: CNBC Position: Independent Contractor Nature: CNBC contributor for paid media appearances on their TV shows Investment Related: No Hours: 5 Securities Trading Hours: 5 Start Date: 12/19/2022 10) WALMAN & GRISHAM HOLDINGS LLC POSITION: member NATURE: LLC own the building we currently rent and have our office in (1470 Copperfield Parkway) as well as the loan against the bulilding. LLC collects rents from tennents at this office & then pays the expenses & misc professional expenses. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 4/20/2024 ADDRESS: 1470 Copperfield Parkway, College Station TX 77845 DESCRIPTION: Member only. Ownership 25%. Attend 1 meeting per year. Receive updates on P&L, balance sheet or expenses. Day to day managmenet handled by the other 50% partner Robert Waltman
CRS (Client Relationship Summary) - RIA
Click below to view Victoria Greene's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 28, 2019 - Present
SANCTUARY ADVISORS, LLC
Office #1: 1470 Copperfield Parkway, College Station, TX 77845RIA
CRD#: 226606
College Station, TX
Current
June 28, 2019 - Present
SANCTUARY SECURITIES, INC.
Office #1: 1470 Copperfield Parkway, College Station, TX 77845BD
CRD#: 205
College Station, TX
Past
August 4, 2008 - July 2, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
COLLEGE STATION, TX
Past
July 14, 2008 - July 2, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
COLLEGE STATION, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
SANCTUARY ADVISORS, LLC
1280 FINANCIAL PARTNERS | WOLFRUM CAPITAL MANAGEMENT GROUP | WIGAND INTEGRATED WEALTH | WESLEY BATES | WALLS WEALTH MANAGEMENT | VOSS GENELLY GROUP | VINCITA INVESTMENT PARTNERS | VELORUM WEALTH MANAGEMENT | VALOROUS ADVISORS | UPLAND PRIVATE WEALTH | TOVA WEALTH | THEOREM WEALTH MANAGEMENT | THE PEREZ PRIVATE WEALTH GROUP - EXCELSIS GLOBAL PRIVATE WEALTH | THE ORODICA & DE LA GARZA PRIVATE WEALTH GROUP - EXCELSIS GLOBAL PRIVATE WEALTH | THE MANCUSI GROUP | THE LOPEZ PRIVATE WEALTH GROUP - EXCELSIS GLOBAL PRIVATE WEALTH | THE LONGO GROUP | THE GUERRERO PRIVATE WEALTH GROUP - EXCELSIS GLOBAL PRIVATE WEALTH | THE CHAPA & SALINAS PRIVATE WEALTH GROUP - EXCELSIS GLOBAL PRIVATE WEALTH | TENET WEALTH PARTNERS | STRATEGIC WEALTH CAPITAL | SOUTHERN OAK WEALTH GROUP | SMITHBERG WEALTH | SLK PRIVATE WEALTH | SKYPATH PRIVATE WEALTH | SANCTUARY WEALTH PARTNERS | SANCTUARY WEALTH GROUP | SANCTUARY WEALTH ADVISORS | SANCTUARY SECURITIES | SANCTUARY INVESTMENT SOLUTIONS | SANCTUARY INSURANCE SOLUTIONS | SANCTUARY GLOBAL (MIAMI) | SANCTUARY GLOBAL | SANCTUARY ASSET MANAGEMENT | SANCTUARY ALTERNATIVE HOLDINGS | SANCTUARY ADVISORS, LLC | SAIGE PRIVATE WEALTH | ROCKET FINANCE | RICEBARRETT FAMILY WEALTH | RHA WEALTH | QUORUM PRIVATE WEALTH | QUIRINI WEALTH GROUP | QUESTAR CAPITAL PARTNERS | PURPLE SECTOR INVESTMENTS, LLC | PRAIRIEFIRE WEALTH PLANNING | PRAETEGO PRIVATE WEALTH | PARAGON PRIVATE WEALTH MANAGEMENT | OTLEY PRIVATE WEALTH MANAGEMENT | NOYES ADVISORS LLC | NOYES ADVISORS | NOBLEVEST PRIVATE WEALTH | NOBLE WEALTH PARTNERS | NEWSPRING WEALTH PARTNERS | NAVIS WEALTH MANAGEMENT | NAVASYNC PRIVATE WEALTH | MUIRWOOD PRIVATE WEALTH | MONROE FINANCIAL GROUP | MFORCE CAPITAL ARKANSAS, MARRIOTT WEALTH ADVISORS | MFORCE CAPITAL - FOSSIL ROCK PRIVATE WEALTH | MFORCE CAPITAL | MESA POINTE WEALTH | MERCER WEALTH MANAGEMENT | MARRIOTT WEALTH ADVISORS, INC., A DIVISION OF MFORCE CAPITAL | MARKSMAN WEALTH MANAGEMENT | MARBLE WEALTH | MACKIE & WALLER WEALTH MANAGEMENT | M&K LEGACY WEALTH | LIONS WEALTH PARTNERS | LEGACY WEALTH GROUP | LEBLANC FINANCIAL GROUP | KETORET CAPITAL | JDK WEALTH ADVISORS | JACKSON HILL & FISH PRIVATE WEALTH ADVISORS | ITERHIC WEALTH ADVISORS | INNOVISE FAMILY WEALTH ADVISORS, LLC | INNOVISE FAMILY WEALTH ADVISORS | HOLDER LEGACY WEALTH PARTNERS | HILLGUARD WEALTH MANAGEMENT | HEREDITAS WEALTH MANAGEMENT | HARBOR ASSET PRIVATE WEALTH | GREEN WEALTH MANAGEMENT GROUP | GRANITE ISLANDS PRIVATE WEALTH | GLOMB PRIVATE WEALTH | GFC PLANNING | G SQUARED PRIVATE WEALTH | G SQUARED - THE HARDCASTLE GROUP | FUENTES-HONDERMANN WEALTH MANAGEMENT | FJELL CAPITAL | FAMIGLIA WEALTH | EVERNEST FINANCIAL ADVISORS | EVANS MAY WEALTH | ENSCONCE WEALTH PARTNERS | ENCLAVE WEALTH ADVISORS | ECLIPSE PRIVATE WEALTH MANAGEMENT | DIAL SQUARE PRIVATE WEALTH | DIAGONAL INVESTMENT OFFICE | DC HILL WEALTH MANAGEMENT | DAVID A. NOYES | CROSSWATERS WEALTH MANAGEMENT | CRESCENT PINE FAMILY OFFICE GROUP | CRESCENT HARBOR PRIVATE WEALTH | CREDO WEALTH MANAGEMENT, LLC | COPPERSKY WEALTH | COOKE FINANCIAL GROUP LLC | CONVERSANT WEALTH MANAGEMENT | CONCENTURE WEALTH MANAGEMENT | CLAYBOURN FRAKES | CHAPPELL WEALTH MANAGEMENT | CHADWICK BAY INVESTMENTS | CERULEAN PRIVATE WEALTH ADVISORS, LLC | CENTERAS PRIVATE WEALTH | CENTEL WEALTH ADVISORY | CEDAR GAP WEALTH MANAGEMENT | CARPION PRIVATE WEALTH | CAPITAL MANAGEMENT GROUP | CAPE ROCK PRIVATE WEALTH | BURNHAM HARBOR PRIVATE WEALTH | BOWERSOCK CAPITAL PARTNERS | BAYLEY INVESTMENT GROUP | AZIZ CAPITAL MANAGEMENT LLC | AUSPERITY PRIVATE WEALTH | AURIC PRIVATE WEALTH | AURIC CAPITAL PARTNERS | ARRAS WEALTH MANAGEMENT | ALLUVIAL PRIVATE WEALTH | ALFA ADVISORY | ACORN ADVISORS GROUP | ACEAL WEALTH DBA SOUTHERN OAK | 6 DEGREES WEALTH | 401K PLAN ADVISOR | 3 SEEDS WEALTH ADVISORS | 18FORTY8 PRIVATE WEALTH
CRD#: 226606 / SEC#: 801-99364
RIA
Registered Investment Advisory firm - (7/10/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(11/8/2024)
RR
California(6/28/2019)
RR
Colorado(6/10/2025)
RR
Connecticut(6/28/2019)
RR
Florida(6/28/2019)
RR
Georgia(3/28/2022)
RR
Idaho(6/28/2019)
RR
Indiana(6/28/2019)
RR
Louisiana(6/28/2019)
RR
Mississippi(6/28/2019)
RR
New York(6/28/2019)
RR
Oklahoma(6/28/2019)
RR
Pennsylvania(1/14/2023)
RR
South Carolina(6/28/2019)
RR
Texas(6/28/2019)
IAR
Texas(6/28/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SA
SANCTUARY ADVISORS, LLC
1280 FINANCIAL PARTNERS | WOLFRUM CAPITAL MANAGEMENT GROUP | WIGAND INTEGRATED WEALTH | WESLEY BATES | WALLS WEALTH MANAGEMENT | VOSS GENELLY GROUP | VINCITA INVESTMENT PARTNERS | VELORUM WEALTH MANAGEMENT | VALOROUS ADVISORS | UPLAND PRIVATE WEALTH | TOVA WEALTH | THEOREM WEALTH MANAGEMENT | THE PEREZ PRIVATE WEALTH GROUP - EXCELSIS GLOBAL PRIVATE WEALTH | THE ORODICA & DE LA GARZA PRIVATE WEALTH GROUP - EXCELSIS GLOBAL PRIVATE WEALTH | THE MANCUSI GROUP | THE LOPEZ PRIVATE WEALTH GROUP - EXCELSIS GLOBAL PRIVATE WEALTH | THE LONGO GROUP | THE GUERRERO PRIVATE WEALTH GROUP - EXCELSIS GLOBAL PRIVATE WEALTH | THE CHAPA & SALINAS PRIVATE WEALTH GROUP - EXCELSIS GLOBAL PRIVATE WEALTH | TENET WEALTH PARTNERS | STRATEGIC WEALTH CAPITAL | SOUTHERN OAK WEALTH GROUP | SMITHBERG WEALTH | SLK PRIVATE WEALTH | SKYPATH PRIVATE WEALTH | SANCTUARY WEALTH PARTNERS | SANCTUARY WEALTH GROUP | SANCTUARY WEALTH ADVISORS | SANCTUARY SECURITIES | SANCTUARY INVESTMENT SOLUTIONS | SANCTUARY INSURANCE SOLUTIONS | SANCTUARY GLOBAL (MIAMI) | SANCTUARY GLOBAL | SANCTUARY ASSET MANAGEMENT | SANCTUARY ALTERNATIVE HOLDINGS | SANCTUARY ADVISORS, LLC | SAIGE PRIVATE WEALTH | ROCKET FINANCE | RICEBARRETT FAMILY WEALTH | RHA WEALTH | QUORUM PRIVATE WEALTH | QUIRINI WEALTH GROUP | QUESTAR CAPITAL PARTNERS | PURPLE SECTOR INVESTMENTS, LLC | PRAIRIEFIRE WEALTH PLANNING | PRAETEGO PRIVATE WEALTH | PARAGON PRIVATE WEALTH MANAGEMENT | OTLEY PRIVATE WEALTH MANAGEMENT | NOYES ADVISORS LLC | NOYES ADVISORS | NOBLEVEST PRIVATE WEALTH | NOBLE WEALTH PARTNERS | NEWSPRING WEALTH PARTNERS | NAVIS WEALTH MANAGEMENT | NAVASYNC PRIVATE WEALTH | MUIRWOOD PRIVATE WEALTH | MONROE FINANCIAL GROUP | MFORCE CAPITAL ARKANSAS, MARRIOTT WEALTH ADVISORS | MFORCE CAPITAL - FOSSIL ROCK PRIVATE WEALTH | MFORCE CAPITAL | MESA POINTE WEALTH | MERCER WEALTH MANAGEMENT | MARRIOTT WEALTH ADVISORS, INC., A DIVISION OF MFORCE CAPITAL | MARKSMAN WEALTH MANAGEMENT | MARBLE WEALTH | MACKIE & WALLER WEALTH MANAGEMENT | M&K LEGACY WEALTH | LIONS WEALTH PARTNERS | LEGACY WEALTH GROUP | LEBLANC FINANCIAL GROUP | KETORET CAPITAL | JDK WEALTH ADVISORS | JACKSON HILL & FISH PRIVATE WEALTH ADVISORS | ITERHIC WEALTH ADVISORS | INNOVISE FAMILY WEALTH ADVISORS, LLC | INNOVISE FAMILY WEALTH ADVISORS | HOLDER LEGACY WEALTH PARTNERS | HILLGUARD WEALTH MANAGEMENT | HEREDITAS WEALTH MANAGEMENT | HARBOR ASSET PRIVATE WEALTH | GREEN WEALTH MANAGEMENT GROUP | GRANITE ISLANDS PRIVATE WEALTH | GLOMB PRIVATE WEALTH | GFC PLANNING | G SQUARED PRIVATE WEALTH | G SQUARED - THE HARDCASTLE GROUP | FUENTES-HONDERMANN WEALTH MANAGEMENT | FJELL CAPITAL | FAMIGLIA WEALTH | EVERNEST FINANCIAL ADVISORS | EVANS MAY WEALTH | ENSCONCE WEALTH PARTNERS | ENCLAVE WEALTH ADVISORS | ECLIPSE PRIVATE WEALTH MANAGEMENT | DIAL SQUARE PRIVATE WEALTH | DIAGONAL INVESTMENT OFFICE | DC HILL WEALTH MANAGEMENT | DAVID A. NOYES | CROSSWATERS WEALTH MANAGEMENT | CRESCENT PINE FAMILY OFFICE GROUP | CRESCENT HARBOR PRIVATE WEALTH | CREDO WEALTH MANAGEMENT, LLC | COPPERSKY WEALTH | COOKE FINANCIAL GROUP LLC | CONVERSANT WEALTH MANAGEMENT | CONCENTURE WEALTH MANAGEMENT | CLAYBOURN FRAKES | CHAPPELL WEALTH MANAGEMENT | CHADWICK BAY INVESTMENTS | CERULEAN PRIVATE WEALTH ADVISORS, LLC | CENTERAS PRIVATE WEALTH | CENTEL WEALTH ADVISORY | CEDAR GAP WEALTH MANAGEMENT | CARPION PRIVATE WEALTH | CAPITAL MANAGEMENT GROUP | CAPE ROCK PRIVATE WEALTH | BURNHAM HARBOR PRIVATE WEALTH | BOWERSOCK CAPITAL PARTNERS | BAYLEY INVESTMENT GROUP | AZIZ CAPITAL MANAGEMENT LLC | AUSPERITY PRIVATE WEALTH | AURIC PRIVATE WEALTH | AURIC CAPITAL PARTNERS | ARRAS WEALTH MANAGEMENT | ALLUVIAL PRIVATE WEALTH | ALFA ADVISORY | ACORN ADVISORS GROUP | ACEAL WEALTH DBA SOUTHERN OAK | 6 DEGREES WEALTH | 401K PLAN ADVISOR | 3 SEEDS WEALTH ADVISORS | 18FORTY8 PRIVATE WEALTH
CRD#: 226606 / SEC#: 801-99364
RIA
Registered Investment Advisory firm - (7/10/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 Brickell Avenue Suite 2610, Miami, FL 33131
Mailing Address
Phone number
(317) 975-7729
Established
Firm type
Fiscal year end
# of Employees
699
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 55,540 |
| AUM (Assets Under Management) | $ 27,696,000,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
