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Omar Ganoom

Investment adviser representative at Sb Advisory, LLC
11 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

11 years in the industry.

  1. Sb Advisory, LLCSep 2026 to now
  2. San Blas Securities LLCSep 2026 to now
  3. Central States Capital Markets, LLCMar 2024 to Aug 2026
  4. Caldwell Sutter Capital, Inc.Jul 2022 to Mar 2024
  5. Boenning & ScattergoodJul 2015 to Jul 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997

State registrations

Registered as an investment adviser representative in 1 state (OH).

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
2844440
Firm CRD
154680
Advisor's SEC record (opens in a new tab)
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