Christopher Michael Roumayeh

Sb Advisory, LLC

22 Years of Experience

2 Disclosures

View SEC Summary

Areas of Practice

Retirement PlanningEstate PlanningFinancial Planning & CoachingInvestment ManagementHigh Net WorthBusiness Owners

Sb Advisory, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

31 advisors

Number of Clients

1,045 clients

Average Client Portfolio

$274K average

Assets Under Management

$285.9M

Fee Structure

Minimum Investment:None

Location

Lake Orion, MI

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History

Regulatory History (2)

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Regulatory

February 2021

Final

Regulatory

May 2020

Final

View Full SEC Report How to Read Disclosures

Other Business Activities

Christopher is a partner in Team Renegade, LLC (technology), Cliff Summit, LLC (real estate investment), Sommerset LLC (real estate investment), and Phoenix 4 LLC (real estate investment). He dedicates a few hours per week to Team Renegade, LLC and minimal time to the other three companies.

Employment History

Current Registrations

Sb Advisory, LLC

July 2022 - Present · 3 yrs 7 mos

Citigroup Global Markets INC.Broker

November 2004 - November 2008 · 4 yrs

Wachovia Securities, LLCBroker

August 2003 - November 2004 · 1 yr 3 mos

American Express Financial Advisors INC.Broker

April 2002 - September 2003 · 1 yr 5 mos

Ids Life Insurance CompanyBroker

April 2002 - September 2003 · 1 yr 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.