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Christopher Roumayeh

Sb Advisory, LLC
23 Years of Experience
Lake Orion, MI
2 Disclosures
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Christopher Roumayeh is a registered investment advisor at Sb Advisory, LLC, based in Lake Orion, MI, with 23 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. 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

Lake Orion, MI

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
February 2021
Final
Regulatory
May 2020
Final
View Full SEC ReportHow 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 · 4 yrs 3 mos
Previous Registrations
Cg Advisory Services
June 2019 - June 2021 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2009 - July 2019 · 9 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2008 - July 2019 · 10 yrs 8 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
MI
Advisor

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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