Stephen
Colavito
Sb Advisory, LLC
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About this Advisor
Stephen Colavito is a financial advisor based in Atlanta, Georgia, working with Sb Advisory, LLC. Stephen has previously held positions at Oppenheimer & Co. Inc, Enverra Capital LLC, Lakeview Capital Partners, LLC, Perigon Wealth Management, LLC, Enverra Partners LLC, San Blas Securities, LLC, Es Advisory Group, San Blas Advisory, LLC, Asset Preservation Advisors, Inc, and Gerson Lehrman Group. Stephen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Stephen is part of Sb Advisory, LLC, which operates out of Atlanta, Georgia. The firm has 27 offices and 29 employees. The firm manages assets totaling $285.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Sb Advisory, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Sb Advisory, LLC Brokerage Details
$285,851,527
29
1,045
$273,542
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Stephen Colavito Work History
San Blas Securities, LLC
Es Advisory Group
San Blas Advisory, LLC
Enverra Capital LLC
Enverra Partners LLC
Gerson Lehrman Group
Perigon Wealth Management, LLC
Lakeview Capital Partners, LLC
Asset Preservation Advisors, Inc
Oppenheimer & Co. Inc
Disclosures
Please visit the SEC profile of Stephen Colavito 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
La Jolla, CA
Scottsdale, AZ
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Boca Raton, FL
Miami, FL
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