Alan Lee Feinberg
Investment adviser representative at Sb Advisory, LLC
14 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
14 years in the industry.
- Sb Advisory, LLCJan 2025 to now
- Oppenheimer & Co. IncOct 2021 to now
- Morgan Stanley Private Bank, N.A.Jan 2015 to Sep 2021
- Morgan Stanley Smith Barney LLCAug 2012 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6109781
- Firm CRD
- 154680