Steven Aibel
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.
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
Huntington, NY
Credentials
Series 63, Series 65, Series 66
Industry experience
11 years
Steven Aibel is a financial advisor with SB Advisory, LLC, holding Series 63, 65, and 66 licenses and having 11 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Bank of America, Merrill Lynch, and KN Capital. He also serves as trustee of his children's trust. 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 variety of analytical approaches and manages 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
Huntington, NY
New York
The Prudential Insurance Company of America
2022 - Present (4 years)
Pruco Securities Llc
2022 - Present (4 years)
Unemployed
2021 - 2022 (1 year)
Infini Capital
2021 - 2021 (1 year)
Bank Of America, N.a.
2017 - 2021 (4 years)
Merrill
2017 - 2021 (4 years)
KN Capital
2015 - 2017 (2 years)
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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.
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