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Michael Claude Provine

TRADITION CAPITAL MANAGEMENT LLC·SUMMIT, New Jersey
Clean record24 years registeredTRADITION CAPITAL MANAGEMENT LLC
129 SUMMIT AVENUE, SUMMIT, NJ 07901CRD# 4421863Firm CRD# 113755

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Claude Provine · SUMMIT, NJ
Registration
CRD #4421863 · TRADITION CAPITAL MANAGEMENT LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

CARY STREET PARTNERS
Jul 2020 – present
TRADITION ASSET MANAGEMENT LLC
May 2019 – Nov 2020
SUMMIT, NJ
CANDOR WEALTH ADVISORS LLC
Nov 2012 – Jan 2016
SUMMIT, NJ
TRADITION CAPITAL MANAGEMENT LLC
Feb 2002 – Dec 2019
SUMMIT, NJ
02

Registrations & Exams

Registration record
First registered · February 15, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TRADITION CAPITAL MANAGEMENT LLC
CRD 113755 · SEC 801-58075
AUM
$612M
Regulatory assets under management
Employees
20
322 client accounts
Services offered by TRADITION CAPITAL MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TRADITION CAPITAL MANAGEMENT LLC →
Introduction

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05

Frequently Asked Questions

What services does Michael Claude Provine offer?
Michael Claude Provine specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SUMMIT, New Jersey for a consultation.
What are Michael Claude Provine's credentials?
Michael Claude Provine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Claude Provine located?
Michael Claude Provine is based in SUMMIT, New Jersey, working with TRADITION CAPITAL MANAGEMENT LLC. Their office serves clients in the SUMMIT metropolitan area and surrounding communities.
How does Michael Claude Provine charge for services?
Michael Claude Provine's firm is compensated through percentage of aum, other: financial planning & consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRADITION CAPITAL MANAGEMENT LLC?
TRADITION CAPITAL MANAGEMENT LLC has approximately 20 employees and manages $612M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRADITION CAPITAL MANAGEMENT LLC

Christopher Joseph Trompeter
SUMMIT, NJ
Gregg Eric Bullwinkel
SUMMIT, NJ

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