Charles
Birbara

Sb Advisory, LLC

CRD#2669854
Investment Advisor
in West Hartford, CT

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About this Advisor

Charles Birbara is a financial advisor who works out of West Hartford, Connecticut with a total of 2 years of relevant experience. Birbara is an employee of Sb Advisory, LLC. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Sb Advisory, LLC, Cabot Lodge Securities and Ifs Securities. Birbara has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Connecticut and North Carolina. Sb Advisory, LLC is an advisory company that has its headquarters in Atlanta, GA. It has offices in 27 locations and a total of 30 financial advisors. It has $247 million in total assets between its 826 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 826 accounts, just 6% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Sb Advisory, LLC provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually are based on which services the firm provides the client. 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

50 Linbrook Rd
West Hartford, CT 06107

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Sb Advisory, LLC Brokerage Details

Total Assets Under Management

$246,790,040

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

30

CT Average: 58
Total Number of Accounts

826

CT Average: 1,608
Average Account Size

$298,777

CT Average: $2,220,225

Investment Advisory Services

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

Charles Birbara Work History

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

2019 - Present (5 years)

Cabot Lodge Securities

2017 - Present (7 years)

Sb Advisory, LLC

2017 - 2019 (2 years)

Ifs Securities

1994 - 2017 (23 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*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 Charles Birbara 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
Bryan Sproul
Atlanta, GA
Robert Takacs
Johns Creek, GA
Paul Walkington
Miami, FL
Blake Fowler
Atlanta, GA
Alan Feinberg
Boca Raton, FL
Timothy Yang
Atlanta, GA
Robert Bulloch
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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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.

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