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Michael Claude Provine

TRADITION CAPITAL MANAGEMENT LLC·SUMMIT, New Jersey
Clean recordTRADITION 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Claude Provine is a registered financial advisor based in SUMMIT, New Jersey, affiliated with TRADITION CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
TRADITION CAPITAL MANAGEMENT LLC
TRADITION CAPITAL MANAGEMENT LLC
AUM
$612M
Regulatory assets under management
Employees
20
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Other: FINANCIAL PLANNING & CONSULTING FEES
Regulatory
SEC/IARD CRD# 4421863
Firm CRD# 113755
View on FINRA BrokerCheck →

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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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