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MC
MC
Matthew Robert Clapp
Sb Advisory, LLC
20 Years of Experience
1 Disclosure
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement Planning
Estate Planning
Financial Planning & Coaching
Investment Management
High Net Worth
Business Owners
Sb Advisory, LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,045 clients
Average Client Portfolio
$274K average
Assets Under Management
$285.9M
Fee Structure
Minimum Investment:
None
Investment Management
Planning
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Location
Grafton, ND
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History
Regulatory History (1)
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Criminal
August 2024
Final Disposition
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
San Blas Securities LLC
August 2024 - Present · 1 yr 6 mos
San Blas Securities LLC
Broker
August 2024 - Present · 1 yr 6 mos
Sb Advisory, LLC
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Edward Jones
October 2009 - July 2024 · 14 yrs 9 mos
Edward Jones
Broker
June 2005 - July 2024 · 19 yrs 1 mo
State Registrations
2 states
ND
TX
Advisor
Broker
Both
Exams
No exam information available for this advisor.