Stephen Colavito, financial advisor Atlanta GA

Stephen Colavito

CRD Number: 2418662
Current Firm: Sb Advisory, LLC

Stephen Colavito (CRD# 2418662) is an Investment Advisor Representative working at Sb Advisory, LLC in Atlanta, GA and has over 30 years of experience in the finance industry.

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Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1993
S65 NASAA Investment Advisors Law Examination Dec 1993
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Stephen A. Colavito
Phone Number: 404-704-0406
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    247
    MILLIONS
  • Total Number of Accounts
    826
    ACCOUNTS
  • Average Account Value
    $298,777
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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