Matthew Robert Clapp
Financial advisor at Sb Advisory, LLC
Last updated 2026-10-10
Claim your profileMatthew Robert Clapp is a financial advisor at Sb Advisory, LLC, CRD 4941909. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2009-10-05.
Registration
- CRD number
- 4941909
- Registration status
- Active
- IAPD registration
- 2009-10-05
- Industry Experience
- 17 years
- Work Experience
- 21 years
- States registered
- ND, TX
Licenses and exams
- Series 63
- Series 66
Work history
- 2005-04 to Present · Edward Jones · St. Louis, MO
Current employment
- Sb Advisory, LLC · Atlanta, GA
Sb Advisory, LLC
- Regulatory AUM
- $1,101,429,871
- Registered advisors
- 36
- Offices
- 38
- Clients per advisor
- 76.2 (Moderate)
- Average AUM per client
- $401.4K (Low)
- High-net-worth client ratio
- 4.1% (Low)
Sb Advisory, LLC: advisors, services and reported ETF investments
About
Matthew Robert Clapp is a financial advisor at Sb Advisory, LLC. Reported securities licenses include Series 63 and Series 66. The latest record indicates 17 years of industry experience and 21 years of reported work history. Reported roles include Edward Jones.
Sb Advisory, LLC's firm-level Form ADV reports 36 advisors across 38 offices; approximately 76.2 clients per advisor, average assets per client of $401,396, and regulatory AUM of $1.1B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses, Other; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers.
What this firm offers
Filed by Sb Advisory, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Insurance Company or Agency
Contact
The firm's filed contact details.
- Phone: 404-704-0406
- Website: grabefinancial.com
Official record
Are you Matthew Robert Clapp?
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