EB
Erin D. Bluske
SANCTUARY ADVISORS
FORT WORTH, TX 76012
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CRD#: 5499087
EB
Erin Danielle BluskeSANCTUARY ADVISORS
Professional summary
Erin Danielle Bluske, CFP®, who also goes by Erin Danielle Neece, is a registered financial advisor currently at SANCTUARY ADVISORS, LLC located in Fort Worth, Texas and SANCTUARY SECURITIES, INC. located in Ft. Worth, Texas.
Erin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Erin has worked at 17 firms and has passed the Series 63, Series 66, SIE, Series 31 and Series 7 exams.
Aliases
Erin Danielle Neece
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) RVHOMEYET LLC; Not Investment Related; at home address; Managing Member; START DATE: 09/2022; 4 total hours; 0 trading hours; Managing member of a business that operates solely in RV travel planning and RV-related real estate properties. I own 50% of a class A motorhome and 100% of the RV-related real estate purchased in the LLC name. The LLC was established for liability purposes only. As a managing member, I am responsible for the financial decisions surrounding the motorhome and the related real estate property - mortgage payments, property tax payments, insurance payments, service & repairs, etc. 2. NewEdgeAdvisors, LLC - DBA BFS Advisory Group; Investment related; Dallas, TX; Start date 09/2024; 160 total hours; 160 trading hours; Investment Advisor Representative 3. NewEdge Securities, LLC - DBA BFS Advisory Group; Investment related; Dallas, TX; Start date 09/2024; Registered Representative
CRS (Client Relationship Summary) - RIA
Click below to view Erin Danielle Bluske'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®
CFP®
Start date: 2017
Experience
Current
August 5, 2026 - Present
SANCTUARY ADVISORS, LLC
Office #1: 1415 Ballinger Street, Fort Worth, TX 76012RIA
CRD#: 226606
FORT WORTH, TX
Current
August 5, 2026 - Present
SANCTUARY SECURITIES, INC.
Office #1: 1415 Ballinger Street, Ft. Worth, TX 76102BD
CRD#: 205
Ft. Worth, TX
Past
September 19, 2024 - June 22, 2026
NEWEDGE ADVISORS
RIA
CRD#: 171351
Dallas, TX
Past
September 19, 2024 - June 22, 2026
NEWEDGE SECURITIES, LLC
BD
CRD#: 10674
Dallas, TX
Past
November 3, 2023 - September 20, 2024
OSAIC WEALTH, INC.
RIA
CRD#: 23131
DALLAS, TX
Past
November 3, 2023 - September 20, 2024
OSAIC WEALTH, INC.
BD
CRD#: 23131
DALLAS, TX
Past
March 6, 2023 - December 31, 2024
BFS ADVISORY GROUP, LLC
RIA
CRD#: 170288
DALLAS, TX
Past
November 11, 2022 - November 3, 2023
FSC SECURITIES CORPORATION
BD
CRD#: 7461
DALLAS, TX
Past
October 17, 2022 - November 3, 2023
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
DALLAS, TX
Past
September 2, 2021 - October 14, 2022
MERCER GLOBAL ADVISORS INC.
RIA
CRD#: 147363
Boulder, CO
Past
December 5, 2018 - August 4, 2021
PERSONAL CAPITAL ADVISORS CORPORATION
RIA
CRD#: 155172
Dallas, TX
Past
August 14, 2018 - November 29, 2018
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
IRVING, TX
Past
June 13, 2018 - November 26, 2018
UNITED CAPITAL FINANCIAL ADVISORS
RIA
CRD#: 134600
IRVING, TX
Past
March 26, 2018 - June 26, 2018
BFS ADVISORY GROUP, LLC
RIA
CRD#: 170288
ADDISON, TX
Past
April 12, 2017 - June 12, 2018
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
ADDISON, TX
Past
April 12, 2017 - June 12, 2018
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ADDISON, TX
Past
June 15, 2015 - April 5, 2017
OSAIC SERVICES, INC.
RIA
CRD#: 133763
HURST, TX
Past
June 15, 2015 - April 5, 2017
OSAIC SERVICES, INC.
BD
CRD#: 133763
HURST, TX
Past
February 28, 2014 - June 3, 2015
GERALD L. RAY & ASSOCIATES, LTD.
RIA
CRD#: 110274
DALLAS, TX
Past
June 3, 2011 - November 5, 2013
OSAIC SERVICES, INC.
RIA
CRD#: 133763
HURST, TX
Past
February 24, 2011 - November 5, 2013
OSAIC SERVICES, INC.
BD
CRD#: 133763
HURST, TX
Past
December 8, 2009 - December 10, 2010
WESTERN RESEARCH AND MANAGEMENT, L.L.C.
RIA
CRD#: 109509
FORT WORTH, TX
Past
December 8, 2009 - December 10, 2010
WESTERN STRATEGIC ASSETS, L.L.C.
BD
CRD#: 118757
FORT WORTH, TX
Past
June 1, 2009 - November 11, 2009
MORGAN STANLEY
RIA
CRD#: 149777
DALLAS, TX
Past
June 1, 2009 - November 11, 2009
MORGAN STANLEY
BD
CRD#: 149777
DALLAS, TX
Past
May 28, 2008 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
DALLAS, TX
Past
May 7, 2008 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
DALLAS, 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 | WEST AVENUE PRIVATE 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 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
IAR
Texas(8/5/2026)
RR
Texas(8/6/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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 | WEST AVENUE PRIVATE 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 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)Loading...
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
710
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.
