Unclaimed Profile

Kimberly Lyn Adams-Dipiero

PROVISE MANAGEMENT GROUP, LLC·CLEARWATER, Florida

SIE, Series 6, Series 7, Series 24, Series 63Clean record31 years registeredPROVISE MANAGEMENT GROUP, LLC

611 DRUID RD E. STE 105, CLEARWATER, FL 33756CRD# 2578181Firm CRD# 105375

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kimberly Lyn Adams-Dipiero · CLEARWATER, FL

Registration

CRD #2578181 · PROVISE MANAGEMENT GROUP, LLC · 31 years registered

Brand Profile

Not yet started

Career History

CASSINI CAPITAL MANAGEMENT, LLC

Apr 2021 – present

NFP ADVISOR SERVICES, LLC

Apr 2004 – Jan 2016

CLEARWATER, FL

PROVISE MANAGEMENT GROUP, LLC

Sep 1997 – Mar 2021

CLEARWATER, FL

INTERSECURITIES, INC.

Jan 1995 – Dec 2003

CLEARWATER, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · January 31, 1995

Years registered · 31

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PROVISE MANAGEMENT GROUP, LLC

CRD 105375 · SEC 801-32172

AUM

$1.9B

Regulatory assets under management

Employees

3,871 client accounts

Services offered by PROVISE MANAGEMENT GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PROVISE MANAGEMENT GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Kimberly Lyn Adams-Dipiero offer?

Kimberly Lyn Adams-Dipiero specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLEARWATER, Florida for a consultation.

What are Kimberly Lyn Adams-Dipiero's credentials?

Kimberly Lyn Adams-Dipiero is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kimberly Lyn Adams-Dipiero located?

Kimberly Lyn Adams-Dipiero is based in CLEARWATER, Florida, working with PROVISE MANAGEMENT GROUP, LLC. Their office serves clients in the CLEARWATER metropolitan area and surrounding communities.

How does Kimberly Lyn Adams-Dipiero charge for services?

Kimberly Lyn Adams-Dipiero's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: fees as solicitor for seabridge invest advisor. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PROVISE MANAGEMENT GROUP, LLC?

PROVISE MANAGEMENT GROUP, LLC has approximately 21 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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