Unclaimed Profile

Vincent Raymond Ferrara

PROVISE MANAGEMENT GROUP, LLC·CLEARWATER, Florida

SIE, Series 1, Series 24, Series 53, Series 63CFPClean record37 years registeredPROVISE MANAGEMENT GROUP, LLC

611 DRUID RD E. STE 105, CLEARWATER, FL 33756CRD# 206520Firm CRD# 105375

Profile Verification

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

Identity

Vincent Raymond Ferrara · CLEARWATER, FL

Registration

CRD #206520 · PROVISE MANAGEMENT GROUP, LLC · 37 years registered

Brand Profile

Not yet started

Career History

PROVISE MANAGEMENT GROUP, LLC

Aug 1988 – present

KESTRA ADVISORY SERVICES, LLC

Apr 2016 – Dec 2019

CLEARWATER, FL

NFP ADVISOR SERVICES, LLC

Oct 2003 – Sep 2016

CLEARWATER, FL

INTERSECURITIES, INC.

Jul 1991 – Jun 2004

CLEARWATER, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 24

Series 53

Series 63

Registration record

First registered · August 18, 1988

Years registered · 37

Professional designation · CFP

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 Vincent Raymond Ferrara offer?

Vincent Raymond Ferrara specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLEARWATER, Florida for a consultation.

What are Vincent Raymond Ferrara's credentials?

Vincent Raymond Ferrara holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Vincent Raymond Ferrara located?

Vincent Raymond Ferrara 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 Vincent Raymond Ferrara charge for services?

Vincent Raymond Ferrara'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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