Unclaimed Profile

Daniel Padilla

SB ADVISORY, LLC·ATLANTA, Georgia

SIE, Series 7, Series 11, Series 14, Series 24, Series 52TO, Series 55, Series 57TO, Series 63, Series 99TOClean recordSB ADVISORY, LLC

3424 PEACHTREE ROAD NE, ATLANTA, GA 30326-1184CRD# 3123672Firm CRD# 154680

Profile Verification

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

Identity

Daniel Padilla · ATLANTA, GA

Registration

CRD #3123672 · SB ADVISORY, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 11

Series 14

Series 24

Series 52TO

Series 55

Series 57TO

Series 63

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

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 Daniel Padilla offer?

Daniel Padilla specializes in Financial Planning, Investment Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Daniel Padilla's credentials?

Daniel Padilla is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Padilla located?

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

How does Daniel Padilla charge for services?

Daniel Padilla'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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