Daniel Milton Johnson

Employer firm

Riverbend Wealth Management, LLC CRD 302031

$281M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2011 → 06/2020
  Fidelity Brokerage Services Llc
  Wexford, PA
• 07/2018 → 06/2020
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 09/2020 → Present
  Stratos Wealth Advisors, Llc
  Myrtle Beach, SC
• 10/2024 → Present
  Riverbend Wealth Management, Llc
  Myrtle Beach, SC

Previous Registrations

• 2022-06-06 → 2024-12-20
  Stratos Wealth Advisors Llc
  Myrtle Beach, SC
• 2018-07-13 → 2020-06-10
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2012-02-14 → 2018-07-13
  Strategic Advisers Llc
  Wexford, PA
  Cranberry Township, PA
• 2006-04-19 → 2006-05-23
  Chase Investment Services Corp.
  Dayton, OH
• 2000-01-01 → 2005-06-23
  Charles Schwab & Co., Inc.
  Dayton, OH

Exams

• S66 Uniform Combined State Law Examination
  2011-12-23
• S63 Uniform Securities Agent State Law Examination
  1992-02-18
• S65 Uniform Investment Adviser Law Examination
  1992-02-18

Designations

• Certified Financial Planner

Other Names

• Daniel M Johnson