What departments does SBSB Financial Advisors have?

SBSB Financial Advisors has employees across 1 departments including Information Technology.

What is the largest department at SBSB Financial Advisors?

The largest department at SBSB Financial Advisors is Information Technology with 1 employees.

Where are SBSB Financial Advisors employees located globally?

SBSB Financial Advisors has employees across 3 continents and 4 countries including Malaysia, Belgium, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has SBSB Financial Advisors's team size changed over time?

SBSB Financial Advisors's team has decreased from approximately 5 to 4 employees based on available data.

SBSB Financial Advisors Employee Directory

Financial ServicesVirginia, United States11-50 Employees

SBSB Financial Advisors is an SEC-registered investment advisory firm based in McLean, Virginia. It provides holistic financial planning and wealth advisory services to affluent individuals and families across the United States. The firm emphasizes a customized, integrated approach to developing financial strategies, paired with a strong commitment to client service. Its professionals have guided clients in making prudent financial decisions since 1991.

In the broader financial services landscape, SBSB operates as an investment adviser serving high-net-worth clients with a nationwide reach. The firm has been recognized for its standing among peers, including being named to the Financial Times 300 Top Registered Investment Advisers in 2019.

SBSB Financial Advisors Global Highlights

North America
36

United States Of America
36

Europe
3

United Kingdom Of Great Britain And Northern Ireland
2
Belgium
1

Asia
2

Malaysia
2

SBSB Financial Advisors's Leadership

T. M.
Chief Information Officer
Mobile Phone
Email
J. B.
Chairman
Mobile Phone
Email
G. L.
Senior Director | Senior Portfolio Advisor
Mobile Phone
Email
C. K.
Senior Manager
Mobile Phone
Email
J. P.
Manager Client Advisor
Mobile Phone
Email
J. F.
Senior Associate, Client Service
Mobile Phone
Email
T. K.
Senior Operations Specialist
Mobile Phone
Email
W. N.
Principal, Portfolio Advisor
Mobile Phone
Email

SBSB Financial Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from SBSB Financial Advisors

Name

Title

Contact

Location

Last Update

J. B.
Chairman
Mobile Phone
Email
Oct 22, 2024
T. M.
Chief Information Officer
Mobile Phone
Email
Oct 22, 2024
G. L.
Senior Director | Senior Portfolio Advisor
Mobile Phone
Email
Aug 01, 2026
C. K.
Senior Manager
Mobile Phone
Email
Oct 17, 2024
J. P.
Manager Client Advisor
Mobile Phone
Email
Aug 03, 2024
J. F.
Senior Associate, Client Service
Mobile Phone
Email
Oct 17, 2024
T. K.
Senior Operations Specialist
Mobile Phone
Email
Apr 23, 2025
W. N.
Principal, Portfolio Advisor
Mobile Phone
Email
Oct 22, 2024
A. C.
Operations Specialist
Mobile Phone
Email
Oct 21, 2024
P. D.
Operations Specialist
Mobile Phone
Email
Jun 25, 2026

Frequently Asked Questions

What is SBSB Financial Advisors known for?

SBSB Financial Advisors operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-703-734-****

. Explore SBSB Financial Advisors's company overview page for more information.

What is SBSB Financial Advisors's most common email format?

SBSB Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SBSB Financial Advisors email formats with LeadIQ.

How many employees does SBSB Financial Advisors have currently?

SBSB Financial Advisors has approximately 17 employees as of July 2026. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are SBSB Financial Advisors's key employees and leadership?

As of July 2026, SBSB Financial Advisors's key employees include:

Chief Information Officer: T. M.
Chairman: J. B.
Senior Director | Senior Portfolio Advisor: G. L.
Senior Manager: C. K.
Manager Client Advisor: J. P.

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SBSB Financial Advisors Employee Directory

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