Unclaimed Profile

Marianne Commorato

PROVISE MANAGEMENT GROUP, LLC·CLEARWATER, Florida

SIE, Series 7, Series 24, Series 51, Series 63CFPClean record20 years registeredPROVISE MANAGEMENT GROUP, LLC

611 DRUID RD E. STE 105, CLEARWATER, FL 33756CRD# 2222329Firm CRD# 105375

Profile Verification

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

Identity

Marianne Commorato · CLEARWATER, FL

Registration

CRD #2222329 · PROVISE MANAGEMENT GROUP, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PROVISE MANAGEMENT GROUP, LLC

KESTRA ADVISORY SERVICES, LLC

Apr 2016 – Apr 2022

CLEARWATER, FL

NFP ADVISOR SERVICES, LLC

Jun 2006 – Sep 2016

Clearwater, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 63

Registration record

First registered · June 29, 2006

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. 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 Marianne Commorato offer?

Marianne Commorato specializes in Financial Planning, Investment Management, Wealth Management.

What are Marianne Commorato's credentials?

Marianne Commorato holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Marianne Commorato located?

Marianne Commorato is based in CLEARWATER, Florida, last registered with PROVISE MANAGEMENT GROUP, LLC.

How does Marianne Commorato charge for services?

Marianne Commorato'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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