Providence Investment Management, LP

Providence Investment Management, LP (CRD# 129848) is a financial advisory firm headquartered in Providence, RI. They manage $1,623,857,885 in 4 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,624
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $405,964,471
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

RI, TX

Financial Advisors at Providence Investment Management, LP
Showing 1 - 10 of 12 top financial advisors.
1
Eve T. Ackil
CRD#: 4842114
500 Exchange Street, Suite 1200, Providence, RI 02903
93
Wealthminder
score

Eve Ackil (CRD# 4842114) is an Investment Advisor Representative working at Providence Investment Management, LP in Providence, RI and has over 13 years of experience in the finance industry.

2
Francis Giorgio
CRD#: 1894501
500 Exchange Street, Suite 1200, Providence, RI 02903
93
Wealthminder
score

Francis Giorgio (CRD# 1894501) is an Investment Advisor Representative working at Providence Investment Management, LP in Providence, RI and has over 12 years of experience in the finance industry.

3
Russell J. Jeffrey
CRD#: 1109478
One Turks Head Place, Suite 1400, Providence, RI 02903
93
Wealthminder
score

Russell Jeffrey (CRD# 1109478) is an Investment Advisor Representative working at Providence Investment Management, LP in Providence, RI and has over 13 years of experience in the finance industry.

4
Michael F. Owens
CRD#: 5137587
500 Exchange Street, Suite 1200, Providence, RI 02903
93
Wealthminder
score

Michael Owens (CRD# 5137587) is an Investment Advisor Representative working at Providence Investment Management, LP in Providence, RI and has over 11 years of experience in the finance industry.

5
Robert J. Quinn
CRD#: 5749900
500 Exchange Street, Suite 1200, Providence, RI 02903
93
Wealthminder
score

Robert Quinn (CRD# 5749900) is an Investment Advisor Representative working at Providence Investment Management, LP in Providence, RI and has over 7 years of experience in the finance industry.

6
Andrey Vladyko
CRD#: 5749891
500 Exchange Street, Suite 1200, Providence, RI 02903
93
Wealthminder
score

Andrey Vladyko (CRD# 5749891) is an Investment Advisor Representative working at Providence Investment Management, LP in Providence, RI and has over 7 years of experience in the finance industry.

7
Brian C. Wilson
CRD#: 4444599
500 Exchange Street, Suite 1200, Providence, RI 02903
93
Wealthminder
score

Brian Wilson (CRD# 4444599) is an Investment Advisor Representative working at Providence Investment Management, LP in Providence, RI and has over 16 years of experience in the finance industry.

8
Raymond R. Yu
CRD#: 1984721
133 Main Street, Unit 2, Babylon, NY 11702
93
Wealthminder
score

Raymond Yu (CRD# 1984721) is an Investment Advisor Representative working at Providence Investment Management, LP in Babylon, NY and has over 26 years of experience in the finance industry.

9
Edward G. Watson
CRD#: 4865529
500 Exchange Street, Suite 1200, Providence, RI 02903
90
Wealthminder
score

Edward Watson (CRD# 4865529) is an Investment Advisor Representative working at Providence Investment Management, LP in Providence, RI and has over 5 years of experience in the finance industry.

10
Anthony Lo
CRD#: 5151606
500 Exchange Street, Suite 1200, Providence, RI 02903
89
Wealthminder
score

Anthony Lo (CRD# 5151606) is an Investment Advisor Representative working at Providence Investment Management, LP in Providence, RI and has over 4 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.