Adviser and broker representative · Sb Advisory, LLC
Maurice L. Naylon III
CRD 831841 · Atlanta, GA
At a glance
Maurice L. Naylon III is an investment adviser representative with Sb Advisory, LLC in Atlanta, GA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Maurice’s SEC record dates to 2021, about 5 years ago. Maurice is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Sb Advisory, LLCSince April 2021Atlanta, GA · $1.1B in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 8 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Maurice’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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- Adam J. GodinoAtlanta
- Frank E. LumpuyAtlanta
- Alexys U. McKenzieAtlanta
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