Unclaimed Profile

Kathryn Rene' Benton

IFS ADVISORY, LLC·ATLANTA, Georgia

SIE, Series 3, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 66Clean record18 years registeredIFS ADVISORY, LLC

303 PERIMETER CENTER NORTH, ATLANTA, GA 30346CRD# 1526753Firm CRD# 154680

Profile Verification

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

Identity

Kathryn Rene' Benton · ATLANTA, GA

Registration

CRD #1526753 · IFS ADVISORY, LLC · 18 years registered

Brand Profile

Not yet started

Career History

EQUITABLE ADVISORS, LLC

Sep 2014 – present

EQUITABLE ADVISORS, LLC

Sep 2014 – present

PNC INVESTMENTS

Aug 2013 – Sep 2014

ALPHARETTA, GA

IFS ADVISORY, LLC

May 2012 – Aug 2013

ATLANTA, GA

AXA ADVISORS, LLC

Sep 2009 – Jul 2011

FRANKLIN, TN

MML INVESTORS SERVICES, INC.

Mar 2008 – Aug 2009

JACKSONVILLE, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · March 28, 2008

Years registered · 18

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 Kathryn Rene' Benton offer?

Kathryn Rene' Benton specializes in Financial Planning, Investment Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Kathryn Rene' Benton's credentials?

Kathryn Rene' Benton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kathryn Rene' Benton located?

Kathryn Rene' Benton is based in ATLANTA, Georgia, working with IFS ADVISORY, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Kathryn Rene' Benton charge for services?

Kathryn Rene' Benton'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 IFS ADVISORY, LLC?

IFS 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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