Unclaimed Profile

Alexys Ulando Mckenzie

SB ADVISORY, LLC·ATLANTA, Georgia

SIE, Series 7, Series 14, Series 24, Series 63, Series 79TO14 years registeredSB ADVISORY, LLC

3424 PEACHTREE ROAD NE, ATLANTA, GA 30326-1184CRD# 2642827Firm CRD# 154680

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alexys Ulando Mckenzie · ATLANTA, GA

Registration

CRD #2642827 · SB ADVISORY, LLC · 14 years registered

Brand Profile

Not yet started

Career History

SB ADVISORY, LLC

Mar 2021 – present

SB ADVISORY, LLC

Sep 2011 – Dec 2020

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 63

Series 79TO

Registration record

First registered · September 29, 2011

Years registered · 14

Disclosure History

2020Financial·Final

2008Customer Dispute·Closed-No Action

2005Employment Separation After Allegations

2003Regulatory·Final

4 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SB ADVISORY, LLC

CRD 154680 · SEC 801-77380

AUM

$286M

Regulatory assets under management

Employees

1,045 client accounts

Services offered by SB ADVISORY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SB ADVISORY, LLC →

Introduction

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Frequently Asked Questions

What services does Alexys Ulando Mckenzie offer?

Alexys Ulando Mckenzie specializes in Financial Planning, Investment Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Alexys Ulando Mckenzie's credentials?

Alexys Ulando Mckenzie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alexys Ulando Mckenzie located?

Alexys Ulando Mckenzie is based in ATLANTA, Georgia, working with SB ADVISORY, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Alexys Ulando Mckenzie charge for services?

Alexys Ulando Mckenzie's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SB ADVISORY, LLC?

SB ADVISORY, LLC has approximately 29 employees and manages $286M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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