Provise Management Group, LLC

Provise Management Group, LLC (CRD# 105375) is a financial advisory firm headquartered in Clearwater, FL. They manage $1,877,344,141 in 3,871 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,877
    MILLION
  • Total Number of Accounts
    3,871
    ACCOUNTS
  • Average Account Value
    $484,977
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA, WA, WI

Financial Advisors at Provise Management Group, LLC
Showing 1 - 10 of 15 top financial advisors.
1
Paul H. Auslander
CRD#: 1019443
611 Druid Rd E. Ste 105, Clearwater, FL 33756

Paul Auslander (CRD# 1019443) is an Investment Advisor Representative working at Provise Management Group, LLC in Clearwater, FL and has over 38 years of experience in the finance industry.

2
Jon M. Brethauer
CRD#: 4760552
611 Druid Rd E. Ste 105, Clearwater, FL 33756

Jon Brethauer (CRD# 4760552) is an Investment Advisor Representative working at Provise Management Group, LLC in Clearwater, FL and has over 17 years of experience in the finance industry.

3
Stephen J. Csenge
CRD#: 1236240
4350 West Cypress St, Suite 225, Tampa, FL 33607

Stephen Csenge (CRD# 1236240) is an Investment Advisor Representative working at Provise Management Group, LLC in Tampa, FL and has over 36 years of experience in the finance industry.

4
Eric R. Ebbert
CRD#: 2234222
611 Druid Rd, Suite 105, Clearwater, FL 33756

Eric Ebbert (CRD# 2234222) is an Investment Advisor Representative working at Provise Management Group, LLC in Clearwater, FL and has over 26 years of experience in the finance industry.

5
Vincent R. Ferrara
CRD#: 206520
611 Druid Rd, Suite 105, Clearwater, FL 33756

Vincent Ferrara (CRD# 206520) is an Investment Advisor Representative working at Provise Management Group, LLC in Clearwater, FL and has over 36 years of experience in the finance industry.

6
Jack D. Niles
CRD#: 4167911
2432 Flagler Ave, Key West, FL 33040

Jack Niles (CRD# 4167911) is an Investment Advisor Representative working at Provise Management Group, LLC in Key West, FL and has over 23 years of experience in the finance industry.

7
Shane D. O'hara
CRD#: 6358730
611 Druid Rd., Ste. 105, Clearwater, FL 33756

Shane O'hara (CRD# 6358730) is an Investment Advisor Representative working at Provise Management Group, LLC in Clearwater, FL and has over 9 years of experience in the finance industry.

8
Nancy C. Ramey
CRD#: 4167826
611 Druid Rd, Suite 105, Clearwater, FL 33756

Nancy Ramey (CRD# 4167826) is an Investment Advisor Representative working at Provise Management Group, LLC in Clearwater, FL and has over 22 years of experience in the finance industry.

9
Sandra A. Risgaard
CRD#: 3114967
611 Druid Rd E. Ste 105, Clearwater, FL 33756

Sandra Risgaard (CRD# 3114967) is an Investment Advisor Representative working at Provise Management Group, LLC in Clearwater, FL and has over 5 years of experience in the finance industry.

10
Peter V. Seriano
CRD#: 5225632
611 Druid Rd E. Ste 105, Clearwater, FL 33756

Peter Seriano (CRD# 5225632) is an Investment Advisor Representative working at Provise Management Group, LLC in Clearwater, FL and has over 16 years of experience in the finance industry.

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