Unclaimed Profile

Nancy Croy Ramey

PROVISE MANAGEMENT GROUP, LLC·CLEARWATER, Florida

SIE, Series 7, Series 63Clean record24 years registeredPROVISE MANAGEMENT GROUP, LLC

611 DRUID RD E. STE 105, CLEARWATER, FL 33756CRD# 4167826Firm CRD# 105375

Profile Verification

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

Identity

Nancy Croy Ramey · CLEARWATER, FL

Registration

CRD #4167826 · PROVISE MANAGEMENT GROUP, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PROVISE MANAGEMENT GROUP, LLC

NFP ADVISOR SERVICES, LLC

Dec 2007 – Jan 2016

CLEARWATER, FL

PROVISE MANAGEMENT GROUP, LLC

Oct 2001 – Apr 2024

CLEARWATER, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · October 31, 2001

Years registered · 24

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

Speak with Nancy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Nancy is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CLEARWATER?

Browse all registered financial advisors in CLEARWATER, Florida or claim this profile if it's yours.

Browse CLEARWATER Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Nancy Croy Ramey offer?

Nancy Croy Ramey specializes in Financial Planning, Investment Management, Wealth Management.

What are Nancy Croy Ramey's credentials?

Nancy Croy Ramey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nancy Croy Ramey located?

Nancy Croy Ramey is based in CLEARWATER, Florida, last registered with PROVISE MANAGEMENT GROUP, LLC.

How does Nancy Croy Ramey charge for services?

Nancy Croy Ramey'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →