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Matthew Thomas Bumstead

SB Advisory, LLC

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About Matthew Thomas Bumstead

Matthew Bumstead is an investment advisor representative with SB Advisory, LLC. Matthew has been in the industry since 2004, and has experience with a variety of firms including LPL Financial LLC, Invest Financial Corporation, and Intersecurities, Inc. Matthew is registered with the state of Washington and Texas as an Investment Advisor Representative. Matthew has a Series 66, Series 7, and SIE. SB Advisory, LLC is a Registered Investment Advisor (RIA) that specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. SB Advisory, LLC also provides selection of other advisors and portfolio management for businesses.

Firm Information

Matthew Bumstead 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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Matthew Bumstead’s Registration & Firm History

GA

09/06/2023 - Present

SB Advisory, LLC (ATLANTA GA)

WA

02/14/2018 - 08/17/2022

LPL FINANCIAL LLC (KENT WA)

WA

02/19/2009 - 02/14/2018

INVEST FINANCIAL CORPORATION (KENT WA)

WA

08/27/2004 - 02/20/2009

INTERSECURITIES, INC. (RENTON WA)

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Licenses & Designations

BOTH

Issued 09/03/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Matthew Thomas Bumstead. Review regulatory record here.
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