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Charles Allen Birbara

SB Advisory, LLC

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About Charles Allen Birbara

Charles Allen Birbara is a registered investment advisor with SB Advisory, LLC. Charles has over 25 years of experience in the financial services industry. Charles is registered to provide investment advice in Connecticut and North Carolina. Charles holds a Series 63, 65, and 7, and the SIE securities licenses. Charles previously worked at Cabot Lodge Securities LLC, IFS Securities, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. SB Advisory, LLC is an independent Registered Investment Advisor (RIA) firm that provides financial planning and investment management services to individuals, families, and trusts. SB Advisory, LLC is located in Atlanta, Georgia and West Hartford, Connecticut.

Firm Information

Charles Birbara 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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Charles Birbara’s Registration & Firm History

GA

01/13/2023 - Present

SB Advisory, LLC (ATLANTA GA)

CT

09/11/2019 - 02/10/2023

CABOT LODGE SECURITIES LLC (West Hartford CT)

GA

10/27/2017 - 09/18/2019

IFS SECURITIES (ATLANTA GA)

CT

12/19/1995 - 09/20/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST HARTFORD CT)

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Licenses & Designations

IA

Issued 03/26/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/14/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Charles Allen Birbara. Review regulatory record here.
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