Provenance Wealth Advisors
Provenance Wealth Advisors (CRD# 126529) is a financial advisory firm headquartered in Fort Lauderdale, FL. They manage $2,615,605,368 in 2,046 accounts and serve the financial needs of clients across 32 states (or territories).
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Total Assets Under Management2,616MILLION
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Total Number of Accounts2,046ACCOUNTS
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Average Account Value$1,278,400
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
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
Scott Montgomery (CRD# 1707242) is an Investment Advisor Representative working at Provenance Wealth Advisors in Fort Lauderdale, FL and has over 36 years of experience in the finance industry.
Jessica Pendergraft (CRD# 5210556) is an Investment Advisor Representative working at Provenance Wealth Advisors in Fort Lauderdale, FL and has over 17 years of experience in the finance industry.
Melvin Perez (CRD# 2949598) is an Investment Advisor Representative working at Provenance Wealth Advisors in Miami, FL and has over 26 years of experience in the finance industry.
Shane Phillips (CRD# 5953987) is an Investment Advisor Representative working at Provenance Wealth Advisors in Fort Lauderdale, FL and has over 14 years of experience in the finance industry.
Thomas Scanlan (CRD# 3182780) 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.
Martha Swain (CRD# 1533798) is an Investment Advisor Representative working at Provenance Wealth Advisors in Fort Lauderdale, FL and has 1 year of experience in the finance industry.
Robert Weiss (CRD# 2426948) is an Investment Advisor Representative working at Provenance Wealth Advisors in Fort Lauderdale, FL and has over 30 years of experience in the finance industry.
Eric Zeitlin (CRD# 2334183) is an Investment Advisor Representative working at Provenance Wealth Advisors in Fort Lauderdale, FL and has over 30 years of experience in the finance industry.