Maurice Naylon (CRD# 831841) is an Investment Advisor Representative working at Sb Advisory, LLC in Buffalo, NY and has over 40 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| San Blas Securities | Atlanta, GA | Sep 2023 - Current | < 1 |
| Sb Advisory, LLC | Atlanta, GA | Apr 2021 - Current | 3 |
| Lincoln Financial Advisors | Amherst, NY | Dec 1999 - Current | 24 |
| San Blas Securities | Atlanta, GA | Apr 2021 - Jul 2023 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1983 |
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- CA
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Total Assets Under Management286MILLIONS
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Total Number of Accounts1,045ACCOUNTS
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Average Account Value$273,542
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