Advisor at SB Advisory, LLC
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Firm
SB Advisory, LLC
Location
Winter Park, FL
Credentials
Series 63, Series 65
Industry experience
30 years
Stephen Colavito is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at ES Advisory Group, San Blas Securities, Perigon Wealth Management, and Lakeview Capital Partners. Outside of investment advisory, he consults with Enverra Partners and serves as a council member at Gerson Lehrman Group. SB Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses, offering access to third-party money managers and a range of portfolio management and retirement plan services. The firm employs a combination of technical, fundamental, and qualitative analysis to tailor portfolios, managing assets primarily on a non-discretionary basis.
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
Winter Park, FL
Florida · Georgia · Illinois · Texas
ES Advisory Group
2023 - Present (3 years)
San Blas Securities, LLC
2023 - Present (3 years)
San Blas Advisory, LLC
2023 - Present (3 years)
Perigon Wealth Management, LLC
2021 - 2023 (2 years)
Lakeview Capital Partners, LLC
2018 - 2021 (3 years)
Enverra Capital LLC
2017 - Present (9 years)
Enverra Partners LLC
2017 - Present (9 years)
Gerson Lehrman Group
2016 - Present (10 years)
Asset Preservation Advisors, Inc.
2015 - 2018 (3 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.
Series 65
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Series 66
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CFP®, Series 63, Series 65
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Haysley Financial Services, Inc.
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