CEO · SB Advisory, LLC
Alexys U. McKenzie
CRD 2642827 · Named on Form ADV at 2 SEC-registered advisers
At a glance
SB Advisory, LLC, an SEC-registered wealth manager based in Atlanta, GA with $1.1 billion in regulatory assets, lists Alexys U. McKenzie on its Form ADV as CEO, a control person. The SEC filings also name Alexys at 1 other registered adviser.
Firms and roles
- SB Advisory, LLCCEOWealth manager · Atlanta, GA · $1.1B in regulatory assets
- SAN Blas Advisory, Inc.CEOWealth manager · Atlanta, GA · $219M in regulatory assets
AtlasMembers
Alexys’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Peter BoteroChief Compliance Officer, SB Advisory, LLC
- John RowoldtChief Compliance Officer, SAN Blas Advisory, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alexys’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.