PROVENANCE WEALTH ADVISORS, LLC

PROVENANCE WEALTH ADVISORS
FORT LAUDERDALE, Florida·9 registered advisors·CRD# 126529
SEC# 801-1135056954-712-8888
01

Firm Overview

AUM
$2.6B
Regulatory assets under management
Employees
50
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PROVENANCE WEALTH ADVISORS, LLC

9 registered advisors
Barry Michael Brant
FORT LAUDERDALE, Florida
Eric Paul Zeitlin
FORT LAUDERDALE, Florida
Lee Frederick Hediger
FORT LAUDERDALE, Florida
Richard Alan Berkowitz
FORT LAUDERDALE, Florida
Richard Allen Pollack
FORT LAUDERDALE, Florida
Scott Richard Montgomery
FORT LAUDERDALE, Florida
ChFC
Sean Thomas Deviney
FORT LAUDERDALE, Florida
Thomas Joseph Scanlan
FORT LAUDERDALE, Florida
Todd Anthony Moll
FORT LAUDERDALE, Florida
CFP
05

Office Locations

FORT LAUDERDALE, Florida
9 advisors

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Data sourced from SEC Form ADV filings. PROVENANCE WEALTH ADVISORS, LLC (CRD# 126529) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.