Advisor at SB Advisory, LLC
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Firm
SB Advisory, LLC
Location
Buffalo, NY 14202-1610
Credentials
ChFC®, Series 63
Industry experience
49 years
Maurice Naylon is a financial advisor at SB Advisory, LLC with 49 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes long-term tenure at Lincoln Financial Advisors and roles at San Blas Securities. Outside of advising, Naylon serves as a director for several nonprofit organizations, including the Buffalo Renaissance Foundation and the Buffalo and Erie County Naval & Military Park, and he is involved with Employer Support for the Guard and Reserve. SB Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses. The firm offers portfolio management through a combination of technical, fundamental, and qualitative analysis, delivering both discretionary and non-discretionary account management along with access to third-party money managers.
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
360 Delaware Avenue,, Suite 110
Buffalo, NY 14202-1610
California · Florida · Illinois · Maryland · New York · Pennsylvania · Virginia
San Blas Securities
2023 - Present (3 years)
SB Advisory, LLC
2021 - Present (5 years)
San Blas Securities
2021 - 2023 (2 years)
Lincoln Financial Advisors
1999 - Present (27 years)
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Real estate agent
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Other specialized services
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