Timothy
Yang

Sb Advisory, LLC

CRD#1356606
Investment Advisor
in Atlanta, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Timothy Yang is a financial advisor working in Atlanta, Georgia with a total of 2 years of relevant experience. Yang is on the advisory team at Sb Advisory, LLC. During their career, the advisor has held roles at Mass Mutual Life Insurance Company, Mml Investor Services, Ni Advisors, Inc, Allstate Insurance Co, San Blas Securities, Sb Advisory, Ifs Securities and San Blas Advisory. Yang has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Sb Advisory, LLC is a registered investment company based out of Atlanta, GA. The firm has offices in 27 locations and a total of 30 people on staff. It controls $247 million in assets under management between its 826 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 826 accounts, just 6% belong to high-net-worth individuals who have greater than $1 million in investable assets. The company performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees charged by Sb Advisory, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3424 Peachtree Road Ne Suite 2200
Atlanta, GA 30326-1184

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Sb Advisory, LLC Brokerage Details

Total Assets Under Management

$246,790,040

GA Average: $3,570,121,308
Total Number of Employees

30

GA Average: 58
Total Number of Accounts

826

GA Average: 1,608
Average Account Size

$298,777

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Timothy Yang Work History

Timothy has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

San Blas Securities

2020 - Present (4 years)

San Blas Advisory

2017 - Present (7 years)

Sb Advisory

2017 - 2019 (2 years)

Ifs Securities

2016 - 2017 (1 year)

Allstate Insurance Co

2015 - 2016 (1 year)

Ni Advisors, Inc

2011 - 2013 (2 years)

Mass Mutual Life Insurance Company

2011 - 2013 (2 years)

Mml Investor Services

*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 Timothy Yang 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

Jeffrey Garland
Atlanta, GA
Paul Walkington
Miami, FL
Bryan Sproul
Atlanta, GA
Blake Fowler
Atlanta, GA
Alan Feinberg
Boca Raton, FL
Robert Takacs
Johns Creek, GA
Timothy Yang
Atlanta, GA
Ronald Schultz
Plymouth, MI

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started