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
Toms River, NJ 08753
Credentials
Series 63, Series 66
Industry experience
2 years
Taylor Bauerband is a financial advisor at G. Douglas Wealth Management with two years of industry experience. She holds Series 63 and Series 66 licenses and has worked at SB Advisory, LLC and San Blas Securities. Outside of her advisory role, she owns a craft design business and works as an event planner on weekends. G. Douglas Wealth Management is a small firm serving individual and high-net-worth clients as well as retirement plan sponsors. The firm offers discretionary portfolio management through third-party programs and provides both comprehensive and hourly financial planning.
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
1184 Fischer Blvd, Suite 1 D
Toms River, NJ 08753
New Jersey · Texas
STW Insulation Services LLC
2026 - Present (1 year)
SB Advisory, LLC
2025 - Present (1 year)
Taylor Bauerband, Sole Proprietor
2024 - Present (2 years)
Taylor Bauerband, Sole Proprietor
2024 - Present (2 years)
San Blas Securities
2024 - Present (2 years)
Douglas Bauerband, Sole Proprietor dba G. Douglas Wealth Mgmt
2024 - Present (2 years)
Taylor Bauerband, Sole Proprietor
2023 - Present (3 years)
Gradient Securities, LLC
2023 - 2023 (1 year)
G. Douglas Financial Group
2023 - 2025 (2 years)
Middletown European Wax Center LLC
2019 - 2025 (6 years)
Girls Next Door Boutique LLC
2018 - 2020 (2 years)
Bywaytr Shop
2017 - 2019 (2 years)
Full Time Student
2014 - 2019 (5 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 63, Series 65
Toms River, NJ
Asset Management Services Group, Inc.
Series 63, Series 65
Forked River, NJ
The Faragi Group
Series 65
Lakewood, NJ
Lakewealth Capital, LLC.
CFP®, Series 63
Forked River, NJ
Next Generation Wealth Planning, LLC
CFA®, Series 63
Spring Lake, NJ
Rewey Asset Management
Series 63, Series 65
Spring Lake Heights, NJ
Durkin Investment Group, LLC.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")