Srbo N. Radisavljevic

APRIO WEALTH MANAGEMENT

SCHAUMBURG, IL 60173

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CRD#: 2806101

Professional summary

Srbo Nmn Radisavljevic, CFP®, who also goes by Srbo Radisauljevic, Srbo Radisauycvic, Srbo Radisavljevic, is a registered financial advisor currently at APRIO WEALTH MANAGEMENT, LLC located in Schaumburg, Illinois.

Srbo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Srbo has worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Srbo Radisauljevic | Srbo Radisauycvic | Srbo Radisavljevic

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

NAME OF THE OTHER BUSINESS: SRBO RADISAVLJEVIC, SOLE PROPRIETOR WHETHER THE BUSINESS IS INVESTMENT-RELATED: YES ADDRESS OF THE OTHER BUSINESS: ROSEMONT, IL NATURE OF THE OTHER BUSINESS: INDEPENDENT INSURANCE AGENT POSITION, TITLE, OR RELATIONSHIP WITH THE OTHER BUSINESS: INSURANCE AGENT START DATE OF YOUR RELATIONSHIP: 08/1999 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS: 12 NUMBER OF HOURS YOU DEVOTE TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 4 NAME OF THE OTHER BUSINESS: KRD WEALTH MANAGEMENT LLC WHETHER THE BUSINESS IS INVESTMENT-RELATED: YES ADDRESS OF THE OTHER BUSINESS: SCHAUMBURG, IL POSITION, TITLE, OR RELATIONSHIP WITH THE OTHER BUSINESS: PARTNER & INVESTMENT ADVISOR REPRESENTATIVE START DATE OF YOUR RELATIONSHIP: 12/2021 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS: 100 HRS APRIO RISK MANAGEMENT, INVESTMENT-REALTED; SUMMIT BLVD, STE 120 ATLANTA GA 30319; INSURANCE AGENT; START DATE: 2025; SALES OF VARIOUS INSURANCE PRODUCTS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Srbo Nmn Radisavljevic's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

January 17, 2025 - Present

APRIO WEALTH MANAGEMENT, LLC

Office #1: 1051 Perimeter Drive 9th Floor, Schaumburg, IL 60173

RIA

CRD#: 127333

SCHAUMBURG, IL

Past

February 10, 2022 - March 31, 2025

KRD WEALTH MANAGEMENT, LLC

RIA

CRD#: 317947

Schaumburg, IL

Past

June 19, 2015 - April 8, 2022

STRATEGIC EDGE WEALTH MANAGEMENT, LLC

RIA

CRD#: 254787

ROSEMONT, IL

Past

January 3, 2011 - August 13, 2015

EDGE FINANCIAL ADVISORS, LLC

RIA

CRD#: 136426

WINFIELD, IL

Past

July 21, 2008 - December 31, 2010

STRATEGIC EDGE WEALTH MANAGEMENT, LLC

RIA

CRD#: 147461

NORTHBROOK, IL

Past

January 20, 2000 - March 10, 2009

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

WILMETTE, IL

Past

May 8, 1998 - July 23, 2008

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

HIGHLAND PARK, IL

Past

August 13, 1997 - April 28, 1998

PRINCIPAL FINANCIAL SECURITIES,INC.

CRD#: 260

DALLAS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

APRIO WEALTH MANAGEMENT, LLC

APRIO WEALTH MANAGEMENT, LLC | TEGRA FINANCIAL PARTNERS | HA&W WEALTH MANAGEMENT, LLC

CRD#: 127333 / SEC#: 801-63326

RIA

Registered Investment Advisory firm - (7/9/2004 Approved)

Georgia

Registered Investment Advisory firm - (7/16/2004 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(1/17/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/30/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/10/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/12/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 4/14/2004

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 1/20/2004

General Securities Sales Supervisor - Options Module Examination

Current Firm

APRIO WEALTH MANAGEMENT, LLC

APRIO WEALTH MANAGEMENT, LLC | TEGRA FINANCIAL PARTNERS | HA&W WEALTH MANAGEMENT, LLC

CRD#: 127333 / SEC#: 801-63326

RIA

Registered Investment Advisory firm - (7/9/2004 Approved)

Georgia

Registered Investment Advisory firm - (7/16/2004 Terminated)

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Contact information

Main Address

2002 Summit Boulevard Suite 120, Atlanta, GA 30319

Mailing Address

Phone number

(404) 892-9651

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APRIO WEALTH MANAGEMENT FORM ADV PART 2A (11/5/2025)

Regulatory assets under management

Total Number of Accounts	2,269
AUM (Assets Under Management)	$ 2,635,136,991

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Srbo N. Radisavljevic

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Srbo Nmn Radisavljevic's CRS (Customer Relationship Summary).

Certified licenses

Experience

KRD WEALTH MANAGEMENT, LLC

STRATEGIC EDGE WEALTH MANAGEMENT, LLC

EDGE FINANCIAL ADVISORS, LLC

STRATEGIC EDGE WEALTH MANAGEMENT, LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

PRINCIPAL FINANCIAL SECURITIES,INC.

Primary Firm SEC Registration

APRIO WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/30/1999

Series 63

Date: 7/10/1997

Series 7

Date: 8/12/1997

Series 10

Date: 4/14/2004

Series 9

Date: 1/20/2004

Current Firm

APRIO WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

APRIO WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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