PS
Paul W. Saunders
PORTSIDE WEALTH GROUP
Providence, UT 84332
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CRD#: 5868910
PS
Professional summary
Paul Weston Saunders is a registered financial advisor currently at PORTSIDE WEALTH GROUP, LLC located in Providence, Utah.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Paul has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
STARTED 12/2006, 50-60 HRS/WK; **SAUNDERS, NYDEGGER P.C., NON-INVESTMENT RELATED, CPA FIRM, CPA/PRESIDENT, PROVIDES FINANCIAL AND TAX SERVICES FOR INDIVIDUALS AND BUSINESSES. 7/2013 LESS THAN 3HRS WEEK **ATHENIAN ACQUISITIONS, LLC, NON INVESTMENT RELATED, MEMBER, HOME PURCHASE, REMODEL, AND SELL. STARTED 07/2007, 3-5 HRS/WK. **BUNGALOW PROPERTIES, LLC, NON-INVESTMENT RELATED, MEMBER/MANAGER, RENTAL REAL ESTATE. STARTED 09/2000, 1-3 HRS/MO. **MAXIMUS LUCRUM, LLC, NON-INVESTMENT RELATED, MEMBER, COMMERCIAL RENTAL REAL ESTATE.
CRS (Client Relationship Summary) - RIA
Click below to view Paul Weston Saunders's 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®
NoneExperience
Current
July 5, 2023 - Present
PORTSIDE WEALTH GROUP, LLC
Office #1: 286 N Gateway Dr Suite 202, Providence, UT 84332RIA
CRD#: 325175
Providence, UT
Past
November 13, 2019 - June 8, 2023
TOWNSQUARE CAPITAL, LLC
RIA
CRD#: 288576
Providence, UT
Past
May 23, 2014 - February 20, 2019
ALLEGIS INVESTMENT SERVICES, LLC
BD
CRD#: 168557
Providence, UT
Past
September 19, 2011 - June 30, 2014
SIGNATOR FINANCIAL SERVICES, INC.
BD
CRD#: 19061
PROVIDENCE, UT
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".
PW
PORTSIDE WEALTH GROUP, LLC
ALIGNMENT FINANCIAL ADVISORS | VITAL RETIREMENT | VISION TREE FINANCIAL ADVISORS | TWF WEALTH MANAGEMENT | TURNING POINT FINANCIAL GROUP | TRUROCK WEALTH | SUNCREST ADVISORS | SMART FINANCIAL | SEYMOUR FINANCIAL | SCOTT STEPHAN IFS | PORTSIDE WEALTH GROUP, LLC | PODUNK FINANCIAL | OXFORD WEALTH ADVISORS | OXFORD FINANCIAL GROUP | MCKELL PARTNERS | LEGACY WEALTH INVESTMENT COUNSEL | JOHNSTONROGERS | JEFFREY R WANGSGARD AND ASSOCIATES | HURST FINANCIAL CONSULTING | HUDSON OAKS WEALTH MANAGEMENT | GREEN STREET WEALTH ADVISORS | FRONTIER ADVISOR GROUP | FINANCIAL FOUNDATIONS | DOLEMAN WEALTH MANAGEMENT | CAPITAL PROTECTION INSURANCE | CANYON STRATEGIC WEALTH GROUP | CACHE FINANCIAL | BRIGHTSIDE WEALTH MANAGEMENT | BREVITY WEALTH SOLUTIONS | AVENTUS WEALTH
CRD#: 325175 / SEC#: 801-127529
RIA
Registered Investment Advisory firm - (3/24/2023 Approved)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
Texas(2/20/2024)
IAR
Utah(7/5/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PW
PORTSIDE WEALTH GROUP, LLC
ALIGNMENT FINANCIAL ADVISORS | VITAL RETIREMENT | VISION TREE FINANCIAL ADVISORS | TWF WEALTH MANAGEMENT | TURNING POINT FINANCIAL GROUP | TRUROCK WEALTH | SUNCREST ADVISORS | SMART FINANCIAL | SEYMOUR FINANCIAL | SCOTT STEPHAN IFS | PORTSIDE WEALTH GROUP, LLC | PODUNK FINANCIAL | OXFORD WEALTH ADVISORS | OXFORD FINANCIAL GROUP | MCKELL PARTNERS | LEGACY WEALTH INVESTMENT COUNSEL | JOHNSTONROGERS | JEFFREY R WANGSGARD AND ASSOCIATES | HURST FINANCIAL CONSULTING | HUDSON OAKS WEALTH MANAGEMENT | GREEN STREET WEALTH ADVISORS | FRONTIER ADVISOR GROUP | FINANCIAL FOUNDATIONS | DOLEMAN WEALTH MANAGEMENT | CAPITAL PROTECTION INSURANCE | CANYON STRATEGIC WEALTH GROUP | CACHE FINANCIAL | BRIGHTSIDE WEALTH MANAGEMENT | BREVITY WEALTH SOLUTIONS | AVENTUS WEALTH
CRD#: 325175 / SEC#: 801-127529
RIA
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Contact information
Main Address
3507 N University Ave Suite 150, Provo, UT 84604
Mailing Address
Phone number
(385) 412-1222
Established
Firm type
Fiscal year end
# of Employees
47
SEC notice filing (37 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,507 |
| AUM (Assets Under Management) | $ 1,125,318,236 |
Red Flags
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