Sb Advisory, LLC

Sb Advisory, LLC (CRD# 154680) is a financial advisory firm headquartered in Atlanta, GA. They manage $136,851,165 in 622 accounts and serve the financial needs of clients across 44 states (or territories).

By the Numbers
  • Total Assets Under Management
    137
    MILLION
  • Total Number of Accounts
    622
    ACCOUNTS
  • Average Account Value
    $220,018
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Sb Advisory, LLC
Showing 1 - 10 of 33 top financial advisors.
1
Charles A. Birbara
CRD#: 2669854
50 Linbrook Rd, West Hartford, CT 06107

Charles Birbara (CRD# 2669854) is an Investment Advisor Representative working at Sb Advisory, LLC in West Hartford, CT and has over 24 years of experience in the finance industry.

2
Ronald C. Bookbinder
CRD#: 3256266
4725 Carondelet St, New Orleans, LA 70115

Ronald Bookbinder (CRD# 3256266) is an Investment Advisor Representative working at Sb Advisory, LLC in New Orleans, LA and has over 12 years of experience in the finance industry.

3
Bruce A. Bouta
CRD#: 801450
3424 Peachtree Road Ne, Suite 2200, Atlanta, GA 30326

Bruce Bouta (CRD# 801450) is an Investment Advisor Representative working at Sb Advisory, LLC in Atlanta, GA and has over 13 years of experience in the finance industry.

4
Jeffrey M. Bowman
CRD#: 1621804
3424 Peachtree Road Ne, Suite 2200, Atlanta, GA 30326

Jeffrey Bowman (CRD# 1621804) is an Investment Advisor Representative working at Sb Advisory, LLC in Atlanta, GA and has over 33 years of experience in the finance industry.

5
Brent W. Braaksma
CRD#: 4598650
3424 Peachtree Road Ne, Suite 2200, Atlanta, GA 30326

Brent Braaksma (CRD# 4598650) is an Investment Advisor Representative working at Sb Advisory, LLC in Atlanta, GA and has over 18 years of experience in the finance industry.

6
Michael F. Bready
CRD#: 5406351
Atlanta, GA 30326

Michael Bready (CRD# 5406351) is an Investment Advisor Representative working at Ifs Advisory, LLC in Atlanta, GA and has over 8 years of experience in the finance industry.

7
Francis J. Brennan
CRD#: 805832
3424 Peachtree Road Ne, Suite 2200, Atlanta, GA 30326

Francis Brennan (CRD# 805832) is an Investment Advisor Representative working at Sb Advisory, LLC in Atlanta, GA and has over 21 years of experience in the finance industry.

8
Thomas A. Davis
CRD#: 6133435
3424 Peachtree Road Ne, Suite 2200, Atlanta, GA 30326

Thomas Davis (CRD# 6133435) is an Investment Advisor Representative working at Sb Advisory, LLC in Atlanta, GA and has over 7 years of experience in the finance industry.

9
Bradley J. Donner
CRD#: 1861531
3424 Peachtree Road Ne, Suite 2200, Atlanta, GA 30326

Bradley Donner (CRD# 1861531) is an Investment Advisor Representative working at Sb Advisory, LLC in Atlanta, GA and has over 31 years of experience in the finance industry.

10
Randall B. Edwards
CRD#: 2258337
Dallas, TX

Randall Edwards (CRD# 2258337) is an Investment Advisor Representative working at Sb Advisory, LLC in Dallas, TX and has over 28 years of experience in the finance industry.

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