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Susan Clementine Washburn

PROVISE MANAGEMENT GROUP, LLC·CLEARWATER, Florida
Series 65Clean record19 years registeredPROVISE MANAGEMENT GROUP, LLC
611 DRUID RD E. STE 105, CLEARWATER, FL 33756CRD# 5283315Firm CRD# 105375

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Susan Clementine Washburn · CLEARWATER, FL
Registration
CRD #5283315 · PROVISE MANAGEMENT GROUP, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

Jul 2017present
Feb 2007Jun 2017
VERO BEACH, FL
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 22, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

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

04

Firm Overview

Firm
PROVISE MANAGEMENT GROUP, LLC
CRD 105375 · SEC 801-32172
AUM
$1.9B
Regulatory assets under management
Employees
21
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
Introduction

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05

Frequently Asked Questions

What services does Susan Clementine Washburn offer?
Susan Clementine Washburn specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLEARWATER, Florida for a consultation.
What are Susan Clementine Washburn's credentials?
Susan Clementine Washburn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Clementine Washburn located?
Susan Clementine Washburn 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 Susan Clementine Washburn charge for services?
Susan Clementine Washburn'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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