William Scarr Shefte
Investment adviser representative at Sb Advisory, LLC
37 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
37 years in the industry.
- Sb Advisory, LLCMay 2025 to now
- Sigma Financial CorporationJan 2018 to now
- SpcJan 2018 to now
- Gold Leaf Productions, Inc.Mar 1989 to now
- Centaurus Financial Inc.Jan 2016 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 4350635
- Firm CRD
- 154680