Stephen Bunch has been an investment adviser representative at Sagace Wealth Management since June 2020, and is not listed among the firm’s executive officers or direct owners. Stephen Bunch studied at the University of Florida.
Sagace Wealth Management, LLC is a St. Petersburg, FL firm with $163M under management, 80 clients and 7 advisers in one office, as of its February 2026 filing.
Stephen Bunch is Partner of Sagace Wealth Management, based in St. Petersburg, FL. He consults on financial and operational advisory services as well as tax planning services to physician practices, professional healthcare firms, automobile dealers, other middle market companies and individuals. He started his career at PricewaterhouseCoopers in Tampa in August 1999, where he worked for 5 years, and spent 2 years with Deloitte & Touche in Tampa.
Stephen Bunch’s longest registration is the current one, 6 years at Sagace Wealth Management since 2020. Before joining Sagace Wealth Management in 2020, Stephen Bunch was registered through Grand Central Investment Group, LLC.
- Sagace Wealth ManagementCurrent– present · 6 yearsSt. Petersburg, FL · Adviser representative · Firm CRD 307212
- Grand Central Investment Group, LLC– · 5 yearsTampa, FL · Adviser representative · Firm CRD 172537
Professional designations
Listed by Sagace Wealth Management
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Stephen Bunch is registered as an investment adviser representative in Florida, since June 2020.
- FloridaSince 10 June 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 March 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Stephen Michael Bunch
- CRD
- 6383515
- Firm
- Sagace Wealth Management · CRD 307212
- Office
- 877 EXECUTIVE CENTER DRIVE WEST, SUITE 100, St. Petersburg, FL 33702
- Registration
- Investment adviser registration
- In the industry since
- March 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sagacewealth.com
Where does Stephen Bunch work?
Stephen Bunch is an investment adviser representative registered through Sagace Wealth Management, LLC since June 2020, and is not listed among the firm’s executive officers or direct owners.
Is Stephen Bunch a financial advisor?
Yes. Stephen Bunch has a current investment-adviser registration in Florida, through Sagace Wealth Management since June 2020.
How many years of experience does Stephen Bunch have?
Stephen Bunch has 11 years in the financial industry, since March 2015, across 2 adviser firms.
What exams has Stephen Bunch passed?
Stephen Bunch passed the Series 65 in March 2015.
Where is Stephen Bunch based?
Stephen Bunch’s registered office is in St. Petersburg, FL.
Is Stephen Bunch registered with FINRA?
No. Stephen Bunch has no current broker registration.
How can I verify Stephen Bunch’s record?
Search CRD 6383515 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephen Bunch’s full registration record.
