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Alan F
Series 66
Boca Raton, FL
SB Advisory, LLC
Alan Feinberg is a financial advisor at SB Advisory, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer & Co. Inc since 2021, following six years at Morgan Stanley Private Bank and nine years at Morgan Stanley Smith Barney LLC. SB Advisory, LLC is an SEC-registered multi-team advisory firm with 34 advisors managing approximately $1.1 billion for about 2,634 clients. The firm serves individuals, businesses, and retirement plans, primarily providing non-discretionary investment advice that includes portfolio management, financial planning, and access to third-party manager programs and model portfolios.
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