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Steven Aibel

Sb Advisory, LLC
12 Years of Experience
Huntington, NY
2 DisclosuresBroker
View SEC Summary
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Steven Aibel is a registered investment advisor at Sb Advisory, LLC, based in Huntington, NY, with 12 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,744 clients with $1.1B in assets under management.

Sb Advisory, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
2,744 clients
Average Client Portfolio
$401K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.50%
$500K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2.0M - $5.0M1.50%
$5M+1.25%

Fees are negotiable. Third-party manager programs charge an additional fee up to 1.25% with total fees not to exceed 2.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Huntington, NY

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History

Regulatory History (2)
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Regulatory
July 2025
Final
Regulatory
August 2024
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Sb Advisory, LLC
October 2025 - Present · 1 yr
San Blas Securities LLC
February 2025 - Present · 1 yr 8 mos
San Blas Securities LLCBroker
February 2025 - Present · 1 yr 8 mos
Previous Registrations
Pruco Securities, LLC.Broker
June 2022 - October 2024 · 2 yrs 4 mos
Prudential Financial Planning Services
June 2022 - October 2024 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2017 - April 2021 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2017 - April 2021 · 3 yrs 10 mos
Credit Suisse First Boston CorporationBroker
February 1996 - May 2000 · 4 yrs 3 mos
State Registrations2 states
NJNY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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