Provenance Wealth Advisors

Provenance Wealth Advisors (CRD# 126529) is a financial advisory firm headquartered in Fort Lauderdale, FL. They manage $2,641,746,411 in 2,445 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,642
    MILLION
  • Total Number of Accounts
    2,445
    ACCOUNTS
  • Average Account Value
    $1,080,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KY, LA, MA, MD, MI, MO, NC, NJ, NM, NV, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY

Financial Advisors at Provenance Wealth Advisors
Showing 1 - 10 of 18 top financial advisors.
1
Oscar Castellanos
CRD#: 4238841
200 South Biscayne Boulevard, 8th Floor, Miami, FL 33131

Oscar Castellanos (CRD# 4238841) is an Investment Advisor Representative working at Raymond James Financial Services, Inc. in Miami, FL and has over 15 years of experience in the finance industry.

2
Sean T. Deviney
CRD#: 4568328
200 East Las Olas Boulevard, 19th Floor, Fort Lauderdale, FL 33301

Sean Deviney (CRD# 4568328) is an Investment Advisor Representative working at Provenance Wealth Advisors in Fort Lauderdale, FL and has over 20 years of experience in the finance industry.

3
Pedro E. Harth-Silva
CRD#: 1506798
Marco Island, FL

Pedro Harth-Silva (CRD# 1506798) is an Investment Advisor Representative working at Provenance Wealth Advisors in Marco Island, FL and has over 32 years of experience in the finance industry.

4
Brendan T. Hayes
CRD#: 2890836
200 East Las Olas Boulevard, 19th Floor, Fort Lauderdale, FL 33301

Brendan Hayes (CRD# 2890836) is an Investment Advisor Representative working at Provenance Wealth Advisors in Fort Lauderdale, FL and has over 26 years of experience in the finance industry.

5
Lee F. Hediger
CRD#: 2696174
200 East Las Olas Boulevard, 19th Floor, Fort Lauderdale, FL 33301

Lee Hediger (CRD# 2696174) is an Investment Advisor Representative working at Provenance Wealth Advisors in Fort Lauderdale, FL and has over 26 years of experience in the finance industry.

6
Joseph Karl
CRD#: 5478578
200 East Las Olas Boulevard, 19th Floor, Fort Lauderdale, FL 33301

Joseph Karl (CRD# 5478578) is an Investment Advisor Representative working at Provenance Wealth Advisors in Fort Lauderdale, FL and has over 12 years of experience in the finance industry.

7
James E. Kunkel
CRD#: 2197345
200 East Las Olas Boulevard, 19th Floor, Fort Lauderdale, FL 33301

James Kunkel (CRD# 2197345) is an Investment Advisor Representative working at Provenance Wealth Advisors in Fort Lauderdale, FL and has over 31 years of experience in the finance industry.

8
Kathleen G. Marteney
CRD#: 2633637
200 East Las Olas Boulevard, 19th Floor, Fort Lauderdale, FL 33301

Kathleen Marteney (CRD# 2633637) is an Investment Advisor Representative working at Provenance Wealth Advisors in Fort Lauderdale, FL and has over 28 years of experience in the finance industry.

9
William G. McKenna
CRD#: 1029691
8571 Mason-montgomery, Suite 38, Mason, OH 45040

William McKenna (CRD# 1029691) is an Investment Advisor Representative working at Provenance Wealth Advisors in Mason, OH and has over 42 years of experience in the finance industry.

10
Todd A. Moll
CRD#: 2134560
200 East Las Olas Boulevard, 19th Floor, Fort Lauderdale, FL 33301

Todd Moll (CRD# 2134560) is an Investment Advisor Representative working at Provenance Wealth Advisors in Fort Lauderdale, FL and has over 24 years of experience in the finance industry. Todd Moll has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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