Elizabeth
Peaslee
Sb Advisory, LLC
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About this Advisor
Elizabeth Peaslee is a financial advisor operating out of Atlanta, Georgia who has 1 year of relevant experience. Peaslee currently works for Sb Advisory, LLC. Throughout their career, they have worked at Jefferies & Company, Inc, Jefferies Private Client Advisers, LLC, Adirondack Trading Group, LLC, Ridgeway And Conger Advisory Services, National Securities Corporation, National Asset Management and Lpl Financial LLC. Peaslee holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to serve investors in California. Sb Advisory, LLC is a company based in Atlanta, GA. The company has offices in 27 locations and a total of 30 people on staff. It controls $247 million in assets under management between its 826 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 826 customer accounts, just 6% belong to high-net-worth individuals who have greater than $1 million in investable assets. The company offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management are based on which services the firm provides the client. However, fees billed by Sb Advisory, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sb Advisory, LLC Brokerage Details
$246,790,040
30
826
$298,777
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Elizabeth Peaslee Work History
Elizabeth has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
National Securities Corporation
National Asset Management
Adirondack Trading Group, LLC
Ridgeway And Conger Advisory Services
Jefferies & Company, Inc
Jefferies Private Client Advisers, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Elizabeth Peaslee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sb Advisory, LLC
Atlanta, GA
Atlanta, GA
Boca Raton, FL
Atlanta, GA
Miami, FL
Johns Creek, GA
Atlanta, GA
Raleigh, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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