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Shawn Conan Spellacy

SB Advisory, LLC

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About Shawn Conan Spellacy

Shawn Conan Spellacy is a financial advisor with over 30 years of experience in the financial services industry. Shawn has been registered with the state of California as an Investment Advisor Representative since 2024. Shawn currently works for SB Advisory, LLC, but has also held positions at Calton & Associates, Inc., Fortis Investors, Inc., and G. R. Phelps & Co., Inc. Shawn specializes in providing financial planning and portfolio management for both individuals and businesses.

Firm Information

Shawn Spellacy 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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Shawn Spellacy’s Registration & Firm History

GA

07/02/2024 - Present

SB Advisory, LLC (ATLANTA GA)

CA

05/05/1999 - 04/18/2024

CALTON & ASSOCIATES, INC. (Fair Oaks CA)

MN

02/04/1994 - 05/13/1999

FORTIS INVESTORS, INC. (OAKDALE MN)

NA

03/12/1993 - 02/08/1994

G. R. PHELPS & CO., INC.

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Licenses & Designations

IA

Issued 04/29/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/17/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/02/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/06/1994

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/1998

Series 7 - General Securities Representative Examination

BC

Issued 03/09/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 10 public disclosures for Shawn Conan Spellacy. Review regulatory record here.
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