Adam J Godino
Investment adviser representative at Sb Advisory, LLC
13 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
13 years in the industry.
- Sb Advisory, LLCJul 2026 to now
- Equitable Advisors, LLCMar 2018 to Jun 2026
- AXA Advisors, LLC.Mar 2018 to Jun 2020
- UnemployedJun 2017 to Mar 2018
- Michigan State UnivserityAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6897225
- Firm CRD
- 154680