Provise Management Group, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

105375

SEC number

801-32172

Firm type

RIA

Assets under management

$2.0B as of Jun 1, 2026

Website

www.facebook.com/PROVISEMANAGEMENTGROUPLLC ↗

Phone

[727] 441-9022

Address

611 Druid Rd E. Ste 105, Clearwater, FL, 33756

Advisors at this firm

19 in our index · page 1 of 1

• Jon Michael BrethauerCRD 4760552 · Clearwater, FL
  IA RegisteredBroker
• Stephen James CsengeCRD 1236240 · Tampa, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Russell James CampbellCRD 2210455 · Clearwater, FL
  IA Registered
• Eric Russell EbbertCRD 2234222 · Clearwater, FL
  IA Registered
• Vincent Raymond FerraraCRD 206520 · Clearwater, FL
  IA RegisteredRegistration inactive
• Holly Ann HarmanCRD 4310360 · Clearwater, FL
  IA Registered
• Thomas J HarringtonCRD 4196507 · Clearwater, FL
  IA RegisteredBroker
• Derek Robert KellyCRD 7629337 · Clearwater, FL
  IA Registered
• Daniel Raymond MannixCRD 5747362 · Clearwater, FL
  IA RegisteredBroker
• Ryan Patrick MccrereyCRD 6953694 · Clearwater, FL
  IA RegisteredBroker
• Joseph Robert McfaddenCRD 2103975 · Clearwater, FL
  IA Registered
• Jack Devon NilesCRD 4167911 · Key West, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Shane D O'haraCRD 6358730 · Clearwater, FL
  IA RegisteredBroker
• Jonathan RichmondCRD 7451306 · Clearwater, FL
  IA RegisteredBroker
• Sandra Ann RisgaardCRD 3114967 · Clearwater, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Peter Vincent SerianoCRD 5225632 · Clearwater, FL
  IA RegisteredBroker
• Oscar Grimsmo SkjaerpeCRD 6793539 · Clearwater, FL
  IA Registered
• Susan Clementine WashburnCRD 5283315 · Clearwater, FL
  IA Registered
• Justin Matthew WhitmerCRD 7372118 · Clearwater, FL
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.