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Steven Aibel

Advisor at SB Advisory, LLC

Updated today
SB Advisory, LLC logo

Firm

SB Advisory, LLC

Location

Huntington, NY

Credentials

Series 63, Series 65, Series 66

Industry experience

11 years

About

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.

Client services

Based on SB Advisory, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on SB Advisory, LLC

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting Wealth management

Fee options

Percentage

$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%

Commissions

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

Project-based

Hourly Financial Planning & Consultation charged up to $600/hour, negotiable

Other

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

Location

Huntington, NY

Most active in

New York

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paul B

Series 63, Series 65, Series 66

Melville, NY

BIGGIN, INC.

Active portfolio management Options & derivatives strategies
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Michael D

Series 65

Jericho, NY

Third Tier Wealth Management

Wealth management General retirement planning Tax-loss harvesting College savings (529s, UTMA, etc.) General estate planning guidance
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Jared C

Series 63, Series 65

Rye Brook, NY

Five Factor Capital Advisors

Active portfolio management Options & derivatives strategies Passive / index investing

Amir N

CFP®, EA

Huntington, NY

N Financial Plans

Hi, I’m Amir Noor—a fee-only financial advisor who specializes in helping high-net-worth clients navigate complex financial and tax planning. As a Certified Financial Planner™ (CFP®), an Enrolled Agent (EA), and Chartered Retirement Plan Specialist™ (CRPS™), I bring a varied lens to your finances: strategic, goal-oriented planning and expert-level tax guidance. I don’t accept commissions, product sales kickbacks, or referral fees—just clear, objective advice that puts your best interests first. My origin story begins on Long Island, where I was raised in an immigrant household defined by entrepreneurial highs and devastating lows. My father, a risk-taking entrepreneur, passed away while I was still in high school. Overnight, I found myself managing our family’s finances and hustling to support us—building websites and offering tech support to local businesses before I was old enough to vote. At 19, I got licensed as an insurance agent and began my journey in financial services. (No, I no longer sell products.) I started college as a computer science major but graduated from SUNY Stony Brook with a finance degree after realizing where I could have the greatest impact. My early entry into the field means I’ve now worked in financial services for nearly two decades—while still in my thirties. That experience spans a broad range of clients, from 22 to 70+, across professions like law, medicine, finance, and entrepreneurship. I’m fluent in their language and the challenges they face, from correcting mismanaged 401(k)s to addressing underinsured households to navigating unexpected windfalls and offshore asset transfers. Clients often tell me I “get it”—because I’ve lived it. I know what it’s like to be the first line of financial defense for your family or your business. And I know how overwhelming it can feel when you're not sure who to trust. That’s why I built my practice around transparency, technical expertise, and deep empathy. Today, I live in Huntington, Long Island, with my growing family. I continue to work closely with attorneys, medical professionals, and small business owners—helping them gain clarity, reduce risk, and build lasting wealth. Let’s talk. And if you have a great restaurant recommendation, we’ll get along just fine.

Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Founder/Business Owner Gen Y/Millennials (Born 1980-1995)
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Michael R

Series 66

Melville, NY

Mountain Creek Capital, LLC

Options & derivatives strategies Concentrated stock management
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Jonathan F

Series 63, Series 65, Series 66

Garden City, NY

Fischer Advisors LLC

Wealth management College savings (529s, UTMA, etc.)
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