Alexys Ulando Mckenzie
Investment adviser representative at Sb Advisory, LLC
20 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
20 years in the industry.
- Sb Advisory, LLCMar 2021 to now
- International Financial Solutions, Inc.Dec 2006 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 2642827
- Firm CRD
- 154680