Sb Advisory, LLC

Sb Advisory, LLC (CRD# 154680) is a financial advisory firm headquartered in Atlanta, GA. They manage $246,790,040 in 826 accounts and serve the financial needs of clients across 45 states (or territories).

By the Numbers
  • Total Assets Under Management
    247
    MILLION
  • 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
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 18 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 27 years of experience in the finance industry.

2
D A. Blankenship
CRD#: 2842335
3424 Peachtree Road Ne, Suite 2200, Atlanta, GA 30326

D Blankenship (CRD# 2842335) is an Investment Advisor Representative working at Sb Advisory, LLC in Atlanta, GA and has over 27 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 16 years of experience in the finance industry.

4
Jeffrey M. Bowman
CRD#: 1621804
9375 E. Shea, Scottsdale, AZ 85260

Jeffrey Bowman (CRD# 1621804) is an Investment Advisor Representative working at Sb Advisory, LLC in Scottsdale, AZ and has over 37 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 29 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 37 years of experience in the finance industry.

7
Stephen A. Colavito
CRD#: 2418662
3424 Peachtree Road Ne, Suite 2200, Atlanta, GA 30326

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.

8
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 22 years of experience in the finance industry.

9
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 31 years of experience in the finance industry.

10
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 28 years of experience in the finance industry.

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