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SB

Samuel D. Byrd

PATHFINDER WEALTH CONSULTING
WILMINGTON, NC 28403
Some features on this profile are disabled
CRD#: 7436663
SB

Professional summary

Samuel Davis Byrd Mr., who also goes by Samuel Byrd, is a registered financial advisor currently at PATHFINDER WEALTH CONSULTING located in Wilmington, North Carolina.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Samuel has worked at 2 firms and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Samuel Byrd

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Davis Byrd Mr.'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®
None

Experience

Current

September 26, 2025 - Present

PATHFINDER WEALTH CONSULTING

Office #1: 4018 Oleander Drive Suite 102, Wilmington, NC 28403
RIA
CRD#: 336658
WILMINGTON, NC
Past

February 4, 2022 - October 6, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
Wilmington, NC

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
PATHFINDER WEALTH CONSULTING
PATHFINDER WEALTH CONSULTING | PATHFINDER WEALTH CONSULTING, INC.

CRD#: 336658 / SEC#: 801-134277

RIA
Registered Investment Advisory firm - (9/2/2025 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
North Carolina
(9/26/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/4/2022
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/30/2021
Securities Industry Essentials Examination

Current Firm

PW
PATHFINDER WEALTH CONSULTING
PATHFINDER WEALTH CONSULTING | PATHFINDER WEALTH CONSULTING, INC.

CRD#: 336658 / SEC#: 801-134277

RIA
Registered Investment Advisory firm - (9/2/2025 Approved)
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Contact information

Main Address
4018 Oleander Drive Suite 102, Wilmington, NC 28403
Mailing Address
Phone number
(910) 793-0616
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (16 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DECEMBER 2025 ADV PART 2 BROCHURE (12/15/2025)

Regulatory assets under management

Total Number of Accounts653
AUM (Assets Under Management)$ 847,420,810

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

PATHFINDER WEALTH CONSULTING

CRD#: 336658Wilmington, NC 28403

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