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Robert Louis Takacs

SB Advisory, LLC

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About Robert Louis Takacs

Robert Louis Takacs is a financial advisor who has been in the industry for over 20 years. He is currently registered with SB Advisory, LLC in Georgia. Robert Louis Takacs previously worked for several firms including Oppenheimer & Co. Inc., Morgan Stanley, SunTrust Robinson Humphrey, Inc. and Deutsche Bank Securities Inc.

Firm Information

Robert Takacs 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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Robert Takacs’s Registration & Firm History

GA

09/19/2022 - Present

SB Advisory, LLC (Johns Creek GA)

GA

02/11/2020 - 09/23/2022

OPPENHEIMER & CO. INC. (ATLANTA GA)

GA

03/23/2012 - 01/15/2020

MORGAN STANLEY (ATLANTA GA)

GA

10/20/2005 - 01/11/2012

SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)

NY

01/13/2001 - 09/09/2005

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

MD

04/18/2000 - 01/13/2001

DB ALEX. BROWN LLC (BALTIMORE MD)

GA

11/28/1997 - 04/24/2000

THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)

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Licenses & Designations

IA

Issued 04/26/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/02/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/2006

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 05/17/2006

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 11/25/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Robert Louis Takacs. Review regulatory record here.
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