Paul Saunders

RIVERBEND WEALTH MANAGEMENT

MYRTLE BEACH, SC 29577

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CRD#: 7503007

Professional summary

Paul Saunders is a registered financial advisor currently at RIVERBEND WEALTH MANAGEMENT, LLC located in Myrtle Beach, South Carolina.

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

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.

1) Force Field Finance LLC. Not investment Related. CEO/Owner online education company. Start date 06/2021, between 0-50 hours per month, 0 hours during securities trading hours. Writer and researcher attempting to educate and empower young adults with knowledge about managing their personal finance decisions.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Saunders'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

October 28, 2024 - Present

RIVERBEND WEALTH MANAGEMENT, LLC

Office #1: 1341 44th Avenue North Suite 102, Myrtle Beach, SC 29577

RIA

CRD#: 302031

MYRTLE BEACH, SC

Past

February 28, 2022 - December 20, 2024

STRATOS WEALTH ADVISORS LLC

RIA

CRD#: 283816

Myrtle Beach, SC

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".

RIVERBEND WEALTH MANAGEMENT, LLC

CRD#: 302031 / SEC#: 801-131306

RIA

Registered Investment Advisory firm - (10/22/2024 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

South Carolina
(10/28/2024)

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: 2/28/2022

Uniform Investment Adviser Law Examination

Current Firm

RIVERBEND WEALTH MANAGEMENT, LLC

CRD#: 302031 / SEC#: 801-131306

RIA

Registered Investment Advisory firm - (10/22/2024 Approved)

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Contact information

Main Address

1341 44th Avenue North Suite 102, Myrtle Beach, SC 29577

Mailing Address

Phone number

(843) 970-1049

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RIVERBEND WEALTH MANAGEMENT ADV PART 2 BROCHURE (7/28/2025)

Regulatory assets under management

Total Number of Accounts	516
AUM (Assets Under Management)	$ 232,957,679

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.

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Paul Saunders

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Saunders's CRS (Customer Relationship Summary).

Certified licenses

Experience

RIVERBEND WEALTH MANAGEMENT, LLC

STRATOS WEALTH ADVISORS LLC

Primary Firm SEC Registration

RIVERBEND WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/28/2022

Current Firm

RIVERBEND WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RIVERBEND WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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