PROVISE MANAGEMENT GROUP, LLC

CLEARWATER, Florida·9 registered advisors·CRD# 105375
SEC# 801-321721[727] 441-9022
01

Firm Overview

AUM
$1.9B
Regulatory assets under management
Employees
21
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: FEES AS SOLICITOR FOR SEABRIDGE INVEST ADVISOR
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PROVISE MANAGEMENT GROUP, LLC

9 registered advisors
Bruce Elliott Fyfe
CLEARWATER, Florida
Eric Russell Ebbert
CLEARWATER, Florida
Jon Michael Brethauer
CLEARWATER, Florida
CFP
Kimberly Lyn Adams-Dipiero
CLEARWATER, Florida
Marianne Commorato
CLEARWATER, Florida
CFP
Nancy Croy Ramey
CLEARWATER, Florida
Shane D O'hara
CLEARWATER, Florida
CFP
Susan Clementine Washburn
CLEARWATER, Florida
Vincent Raymond Ferrara
CLEARWATER, Florida
CFP
05

Office Locations

CLEARWATER, Florida
9 advisors

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Data sourced from SEC Form ADV filings. PROVISE MANAGEMENT GROUP, LLC (CRD# 105375) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.