Advisor at SB Advisory, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
SB Advisory, LLC
Location
Lake Orion, MI
Credentials
Series 63, Series 65
Industry experience
22 years
Christopher Roumayeh is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at San Blas Securities, Capital Asset Advisory Service, Bank of America, and Merrill Lynch. Outside of his advisory work, he is a partner in a technology company, Team Renegade, LLC. SB Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses. The firm offers portfolio management and access to third-party money managers, employing a mix of technical, fundamental, and qualitative analysis to tailor portfolios.
Based on SB Advisory, LLC
Based on SB Advisory, LLC
$0 - $500,000: 2.50% $500,000 - $1 Million: 2.00% $1 Million - $2 Million: 1.75% $2 Million - $5 Million: 1.50% $5 Million+: 1.25%
Clients may incur commissions and transaction fees for trades; listed equities up to $10/transaction, mutual funds up to $15/transaction, fixed income up to $20/transaction
Hourly Financial Planning & Consultation charged up to $600/hour, negotiable
Fee-only: Comprehensive Financial Planning up to $15,000 or up to 1% of assets; Limited Financial Planning and Hourly Financial Planning at max $600/hour, fees negotiable
Lake Orion, MI
Michigan
San Blas Securities
2022 - Present (4 years)
UNEMPLOYED
2021 - 2022 (1 year)
Capital Asset Advisory Service
2019 - 2021 (2 years)
Bank Of America, Na
2009 - 2019 (10 years)
Merrill
2008 - 2019 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, CRPC®
Troy, MI
Innermost Wealth Management, LLC
I founded Innermost™ Wealth Management to create a more personal, thoughtful approach to financial planning and wealth management. My background in both finance and psychology shaped my belief that money is not just about numbers. It is deeply personal and connected to your values, goals, and life experiences. I work with professionals who want to grow and simplify their wealth, with a special focus on women navigating career growth, equity compensation, and major life transitions such as divorce. Many of my clients are balancing busy lives and complex financial decisions, and they value having a long-term financial partner who truly understands their needs. My firm is centered on ongoing wealth management through investment advisory relationships. Clients work with me for comprehensive financial planning and investment management that evolves with them over time. As a CERTIFIED FINANCIAL PLANNER® Professional, Chartered Retirement Planning Counselor℠, and Certified Divorce Financial Analyst® Candidate, I provide technical expertise and strategic guidance, while also recognizing the emotional side of financial decisions. My approach is compassionate, judgment-free, and designed to reduce stress while helping you feel more confident in your choices. I operate a fully virtual firm, working with clients across the country who appreciate flexibility and convenience. My goal is to simplify your financial life, provide clear advice, and help you align your wealth with what matters most to you. Outside of work, I enjoy traveling, photography, cooking, and spending quality time with my Beagle, Gracie.
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