Scott Ryan Babbitt
Investment adviser representative at Sb Advisory, LLC
27 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
27 years in the industry.
- Sb Advisory, LLCFeb 2026 to now
- Self EmployedOct 1999 to now
- International Assets AdvisoryApr 2024 to Jan 2026
- International Assets Investment Management, LLCApr 2024 to Jan 2026
- Crown Capital Securities, LPJan 2020 to Apr 2024
- LPL Financial LLCNov 2017 to Nov 2019
- Trilogy Capital, Inc.Nov 2015 to Oct 2019
- Trilogy Financial ServicesNov 2000 to Oct 2019
- National Planning CorporationOct 1999 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2003
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
- 4057681
- Firm CRD
- 154680