Sb Advisory, LLC

Sb Advisory, LLC (CRD# 154680) is a financial advisory firm headquartered in Atlanta, GA. They manage $289,873,129 in 698 accounts and serve the financial needs of clients across 45 states (or territories).

By the Numbers
  • Total Assets Under Management
    290
    MILLION
  • Total Number of Accounts
    698
    ACCOUNTS
  • Average Account Value
    $415,291
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, WA, WI

Financial Advisors at Sb Advisory, LLC
Showing 1 - 10 of 24 top financial advisors.
1
Jeffrey R. Bates
CRD#: 2257717
3424 Peachtree Road Ne, Suite 2200, Atlanta, GA 30326

Jeffrey Bates (CRD# 2257717) is an Investment Advisor Representative working at Sb Advisory, LLC in Atlanta, GA and has over 29 years of experience in the finance industry.

2
Charles A. Birbara
CRD#: 2669854
3424 Peachtree Road Ne, Suite 2200, Atlanta, GA 30326

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.

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 15 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 35 years of experience in the finance industry.

5
Robert M. Bulloch
CRD#: 2541075
Raleigh, NC

Robert Bulloch (CRD# 2541075) is an Investment Advisor Representative working at Sb Advisory, LLC in Raleigh, NC and has over 27 years of experience in the finance industry.

6
Floyd R. Chapman
CRD#: 1356872
1201 Pacific Avenue, Suite 600, Tacoma, WA 98402

Floyd Chapman (CRD# 1356872) is an Investment Advisor Representative working at Sb Advisory, LLC in Tacoma, WA and has over 36 years of experience in the finance industry.

7
Jonathan E. Grabe
CRD#: 1321797
20 E. Fort King Street, Suite B-4, Ocala, FL 34471

Jonathan Grabe (CRD# 1321797) is an Investment Advisor Representative working at Sb Advisory, LLC in Ocala, FL and has over 20 years of experience in the finance industry.

8
Douglas E. Greenberg
CRD#: 2298830
West Linn, OR

Douglas Greenberg (CRD# 2298830) is an Investment Advisor Representative working at Sb Advisory, LLC in West Linn, OR and has over 29 years of experience in the finance industry.

9
Craig A. Johnson
CRD#: 1964332
12800 Whitewater Drive, Suite 100, Minnetonka, MN 55343

Craig Johnson (CRD# 1964332) is an Investment Advisor Representative working at Sb Advisory, LLC in Minnetonka, MN and has over 32 years of experience in the finance industry.

10
David A. Lakis
CRD#: 2847909
9804 Perfect Drive, Port Saint Lucie, FL 34986

David Lakis (CRD# 2847909) is an Investment Advisor Representative working at Sb Advisory, LLC in Port Saint Lucie, FL and has over 24 years of experience in the finance industry.

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