Charles BirbaraCRD Number: 2669854
Current Firm: Sb Advisory, LLC
Charles Birbara (CRD# 2669854) is an Investment Advisor Representative working at Sb Advisory, LLC in Atlanta, GA and has over 26 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|Cabot Lodge Securities||New York, NY||Sep 2019 - Current||2|
|Sb Advisory, LLC||Atlanta, GA||Oct 2017 - Current||4|
|Ifs Securities||Atlanta, GA||Oct 2017 - Aug 2019||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Hartford, CT||Dec 1994 - Sep 2017||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1996|
|S65||NASAA Investment Advisors Law Examination||Mar 1997|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management290MILLIONS
Total Number of Accounts698ACCOUNTS
Average Account Value$415,291
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, WA, WI
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