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 11 - 20 of 24 top financial advisors.
11
Alexys U. McKenzie
CRD#: 2642827
3424 Peachtree Road Ne, Suite 2200, Atlanta, GA 30326

Alexys McKenzie (CRD# 2642827) is an Investment Advisor Representative working at Sb Advisory, LLC in Atlanta, GA and has over 26 years of experience in the finance industry.

12
Michael D. Mohlman
CRD#: 3132492
200 East Main Street, Ste 530, Fort Wayne, IN 46802

Michael Mohlman (CRD# 3132492) is an Investment Advisor Representative working at Sb Advisory, LLC in Fort Wayne, IN and has over 23 years of experience in the finance industry.

13
Guilford W. Nergard
CRD#: 2360614
3424 Peachtree Road Ne, Suite 2200, Atlanta, GA 30326

Guilford Nergard (CRD# 2360614) is an Investment Advisor Representative working at Sb Advisory, LLC in Atlanta, GA and has over 28 years of experience in the finance industry. Guilford Nergard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

14
James A. Parrelly
CRD#: 728368
3424 Peachtree Road Ne, Suite 2200, Atlanta, GA 30326

James Parrelly (CRD# 728368) is an Investment Advisor Representative working at Sb Advisory, LLC in Atlanta, GA and has over 41 years of experience in the finance industry.

15
Daniel E. Peltier
CRD#: 2677761
7400 Metro Blvd, Suite 450, Edina, MN 55439

Daniel Peltier (CRD# 2677761) is an Investment Advisor Representative working at Sb Advisory, LLC in Edina, MN and has over 26 years of experience in the finance industry.

16
Eric M. Ruth
CRD#: 2466253
3424 Peachtree Road Ne, Suite 2200, Atlanta, GA 30326

Eric Ruth (CRD# 2466253) is an Investment Advisor Representative working at Sb Advisory, LLC in Atlanta, GA and has over 27 years of experience in the finance industry.

17
Ronald C. Schultz
CRD#: 1399696
12940 Graefield Cir, Plymouth, MI 48170

Ronald Schultz (CRD# 1399696) is an Investment Advisor Representative working at Sb Advisory, LLC in Plymouth, MI and has over 36 years of experience in the finance industry. Ronald Schultz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

18
Clifford W. Shirah
CRD#: 2767896
730 E. Second Ave, Suite 103, Blue Ridge, GA 30513

Clifford Shirah (CRD# 2767896) is an Investment Advisor Representative working at Sb Advisory, LLC in Blue Ridge, GA and has over 25 years of experience in the finance industry.

19
Benjamin C. Treece
CRD#: 5687784
6800 W. Central Ave, Unit G1, Toledo, OH 43617

Benjamin Treece (CRD# 5687784) is an Investment Advisor Representative working at Sb Advisory, LLC in Toledo, OH and has over 11 years of experience in the finance industry.

20
Timothy C. Yang
CRD#: 1356606
San Jose, CA

Timothy Yang (CRD# 1356606) is an Investment Advisor Representative working at Sb Advisory, LLC in San Jose, CA and has over 24 years of experience in the finance industry.

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