Shawn Conan Spellacy
Investment adviser representative at Sb Advisory, LLC
34 yearsExperience
1 stateRegistered in
$1.1BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
34 years in the industry.
- Sb Advisory, LLCJul 2024 to now
- San Blas SecuritiesApr 2024 to now
- Connecticut Mutual Life Insurance Co.Jul 1992 to now
- Indianapolis Financial GroupJun 1992 to now
- Calton & Associates, Inc.May 1999 to Apr 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (CA).
Sb Advisory, LLC
$1.1BAssets managed
2,744Clients
26Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2275119
- Firm CRD
- 154680