SB
Stephen M. Bunch
SAGACE WEALTH MANAGEMENT
ST. PETERSBURG, FL 33702
Some features on this profile are disabled
CRD#: 6383515
SB
Professional summary
Stephen Michael Bunch, who also goes by Stephen Bunch, is a registered financial advisor currently at SAGACE WEALTH MANAGEMENT located in St. Petersburg, Florida.
Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Stephen has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Stephen Bunch
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.
1) Stephen M Bunch PA, 877 Executive Center Dr. W. Suite 100, St. Petersburg, FL 33702, Position: President, 1 hour per week, started 6/27/2012, Duties: holding company for ownership interest in SBF, LLC. 2. 16th Floor LLC, 877 Executive Center Dr. W. Suite 100, St. Petersburg, FL 33702, Position: Member, member 0 hours per week, started 01/01/2022, Duties: No activity 3. SBF Investments I, LLC, 877 Executive Center Dr. W. Suite 100, St. Petersburg, FL 33702, 0 hours per week, started 07/19/21, Duties: Holding company for bank stock no other activity 4. SBF, LLC, 877 Executive Center Dr. W. Suite 100, St. Petersburg, FL 33702, Position: Manager, 40 hours per week, started 8/19/15, Duties: Full service CPA firm 5. Bayview Insurance Solutions, LLC, 877 Executive Center Dr. W. Suite 100, St. Petersburg, FL 33702, Position: Member, 0 hours per week, Start: 12/21/11, Duties: Passive partner in an insurance brokerage business 6. SBF BPO Investments, LLC, 877 Executive Center Dr. W. Suite 100, St. Petersburg, FL 33702, Position: member, 0 hours per week, Start: 11/30/22, Duties: No activity / Will operate an outsourced accounting services business in the future. 7. SBFH Investments LLC, 877 Executive Center Dr. W. Suite 100, St. Petersburg, FL 33702, Position: member, 0 hours per week, Start: 06/01/2023, Duties: holding company for ownership interest in Sagace Wealth Management, LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Michael Bunch'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
June 10, 2020 - Present
SAGACE WEALTH MANAGEMENT
Office #1: 877 Executive Center Drive West Suite 100, St. Petersburg, FL 33702RIA
CRD#: 307212
ST. PETERSBURG, FL
Past
March 5, 2015 - October 23, 2020
GRAND CENTRAL INVESTMENT GROUP, LLC
RIA
CRD#: 172537
TAMPA, FL
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".
SW
SAGACE WEALTH MANAGEMENT
SAGACE WEALTH MANAGEMENT | SAGACE WEALTH MANAGEMENT, LLC | SAGACE WEALTH MANAGEMENT LLC
CRD#: 307212 / SEC#: 801-130248
RIA
Registered Investment Advisory firm - (5/14/2024 Approved)Florida
Registered Investment Advisory firm - (5/22/2024 Terminated)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
Florida(6/10/2020)
Current Firm
SW
SAGACE WEALTH MANAGEMENT
SAGACE WEALTH MANAGEMENT | SAGACE WEALTH MANAGEMENT, LLC | SAGACE WEALTH MANAGEMENT LLC
CRD#: 307212 / SEC#: 801-130248
RIA
Registered Investment Advisory firm - (5/14/2024 Approved)Florida
Registered Investment Advisory firm - (5/22/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
877 Executive Center Drive West Suite 100, St. Petersburg, FL 33702
Mailing Address
Phone number
(727) 493-9700
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 244 |
| AUM (Assets Under Management) | $ 156,513,622 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
