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Benjamin Cory Treece

SB Advisory, LLC

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About Benjamin Cory Treece

Benjamin Cory Treece is a financial professional with over 13 years of experience in the industry. Benjamin is a Registered Representative and Investment Advisor Representative with SB Advisory, LLC. Benjamin is also the Managing Member of Treece Investments, LLC and holds licenses in 9 states. Benjamin has experience in providing financial planning and portfolio management services to individuals and high-net-worth clients.

Firm Information

Benjamin Treece is currently registered with SB Advisory, LLC. SB Advisory, LLC is an investment advisory firm based in Atlanta, Georgia. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. SB Advisory, LLC is registered with the SEC and has a total of 1045 client accounts with regulatory assets under management of $285,851,527.
SB Advisory, LLC

3424 PEACHTREE ROAD NE

ATLANTA, GA 30326-1184

$285.85M

Assets Under Management

Not reported

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Benjamin Treece’s Registration & Firm History

GA

04/14/2021 - Present

SB Advisory, LLC (ATLANTA GA)

OH

05/21/2010 - 05/14/2021

TREECE FINANCIAL SERVICES CORP. (TOLEDO OH)

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Licenses & Designations

BOTH

Issued 08/27/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/25/2011

Series 27 - Financial and Operations Principal Examination

BC

Issued 03/07/2011

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/20/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin Cory Treece.
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