Unclaimed Profile

Sean Thomas Deviney

PROVENANCE WEALTH ADVISORS, LLC·FORT LAUDERDALE, Florida

SIE, Series 6, Series 7, Series 63, Series 65Clean record20 years registeredPROVENANCE WEALTH ADVISORS, LLC

200 EAST LAS OLAS BOULEVARD, FORT LAUDERDALE, FL 33301CRD# 4568328Firm CRD# 126529

Profile Verification

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

Identity

Sean Thomas Deviney · FORT LAUDERDALE, FL

Registration

CRD #4568328 · PROVENANCE WEALTH ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

PROVENANCE WEALTH ADVISORS

Nov 2005 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Sep 2013 – Aug 2023

FORT LAUDERDALE, FL

WALNUT STREET SECURITIES, INC.

Nov 2005 – Sep 2013

FORT LAUDERDALE, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · November 7, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PROVENANCE WEALTH ADVISORS, LLC

CRD 126529 · SEC 801-113505

AUM

$2.6B

Regulatory assets under management

Employees

2,046 client accounts

Services offered by PROVENANCE WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PROVENANCE WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Sean Thomas Deviney offer?

Sean Thomas Deviney specializes in Financial Planning, Investment Management. Contact their office in FORT LAUDERDALE, Florida for a consultation.

What are Sean Thomas Deviney's credentials?

Sean Thomas Deviney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sean Thomas Deviney located?

Sean Thomas Deviney is based in FORT LAUDERDALE, Florida, working with PROVENANCE WEALTH ADVISORS, LLC. Their office serves clients in the FORT LAUDERDALE metropolitan area and surrounding communities.

How does Sean Thomas Deviney charge for services?

Sean Thomas Deviney's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PROVENANCE WEALTH ADVISORS, LLC?

PROVENANCE WEALTH ADVISORS, LLC has approximately 50 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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