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Stephen Alan Colavito

SB Advisory, LLC

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About Stephen Alan Colavito

Stephen Alan Colavito is a financial professional with over 25 years of experience in the industry. Stephen currently serves as an Investment Advisor Representative at SB Advisory, LLC and ES Advisory Group. Stephen is registered with the Securities and Exchange Commission and holds multiple licenses including Series 63, Series 65, and Series 7. Stephen holds a SIE license as well. Stephen has experience in portfolio management for individuals and selection of other advisors.

Firm Information

Stephen Colavito 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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Stephen Colavito’s Registration & Firm History

GA

05/17/2023 - Present

SB Advisory, LLC (ATLANTA GA)

GA

05/17/2012 - 11/02/2015

OPPENHEIMER & CO. INC. (ATLANTA GA)

GA

04/05/2010 - 05/09/2012

BARCLAYS CAPITAL INC. (ATLANTA GA)

GA

06/03/2008 - 04/15/2010

DEUTSCHE BANK SECURITIES INC. (ATLANTA GA)

GA

05/13/2002 - 06/26/2008

BEAR, STEARNS & CO. INC. (ATLANTA GA)

FL

03/14/1997 - 05/24/2002

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

GA

12/08/1993 - 04/09/1997

THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)

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Licenses & Designations

IA

Issued 12/13/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/08/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Stephen Alan Colavito. Review regulatory record here.
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