Provise Management Group, LLC

Provise Management Group, LLC (CRD# 105375) is a financial advisory firm headquartered in Clearwater, FL. They manage $1,191,244,754 in 3,065 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,191
    MILLION
  • Total Number of Accounts
    3,065
    ACCOUNTS
  • Average Account Value
    $388,661
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
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.

CA, CO, CT, FL, GA, HI, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA

Financial Advisors at Provise Management Group, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Kimberly L. Adams-Dipiero
CRD#: 2578181
611 Druid Rd, Suite 105, Clearwater, FL 33756
96
Wealthminder
score

Kimberly Adams-Dipiero (CRD# 2578181) 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.

2
Steve Athanassie
CRD#: 1329148
5328 Trouble Creek Road, New Port Richey, FL 34652
96
Wealthminder
score

Steve Athanassie (CRD# 1329148) is an Investment Advisor Representative working at Provise Management Group, LLC in New Port Richey, FL and has over 22 years of experience in the finance industry. Steve Athanassie 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.

3
Nancy B. Croy
CRD#: 4167826
611 Druid Rd, Suite 105, Clearwater, FL 33756
96
Wealthminder
score

Nancy Croy (CRD# 4167826) is an Investment Advisor Representative working at Provise Management Group, LLC in Clearwater, FL and has over 15 years of experience in the finance industry. Nancy Croy 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.

4
Eric R. Ebbert
CRD#: 2234222
611 Druid Rd, Suite 105, Clearwater, FL 33756
96
Wealthminder
score

Eric Ebbert (CRD# 2234222) is an Investment Advisor Representative working at Provise Management Group, LLC in Clearwater, FL and has over 18 years of experience in the finance industry. Eric Ebbert 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.

5
Dorothy Campbell
CRD#: 3070812
5328 Trouble Creek Road, New Port Richey, FL 34652
93
Wealthminder
score

Dorothy Campbell (CRD# 3070812) is an Investment Advisor Representative working at Provise Management Group, LLC in New Port Richey, FL and has over 12 years of experience in the finance industry.

6
Jack D. Niles
CRD#: 4167911
2432 Flagler Ave, Key West, FL 33040
93
Wealthminder
score

Jack Niles (CRD# 4167911) is an Investment Advisor Representative working at Provise Management Group, LLC in Key West, FL and has over 16 years of experience in the finance industry.

7
Guy A. Willis
CRD#: 4523138
2432 Flagler Ave, Key West, FL 33040
93
Wealthminder
score

Guy Willis (CRD# 4523138) is an Investment Advisor Representative working at Provise Management Group, LLC in Key West, FL and has over 16 years of experience in the finance industry.

8
Alison F. Norris
CRD#: 6366264
611 Druid Rd E. Ste 105, Clearwater, FL 33756
91
Wealthminder
score

Alison Norris (CRD# 6366264) is an Investment Advisor Representative working at Provise Management Group, LLC in Clearwater, FL and has over 2 years of experience in the finance industry. Alison Norris 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.

9
Tina J. Tenret
CRD#: 5096353
611 Druid Rd E. Ste 105, Clearwater, FL 33756
90
Wealthminder
score

Tina Tenret (CRD# 5096353) is an Investment Advisor Representative working at Provise Management Group, LLC in Clearwater, FL and has 1 year of experience in the finance industry. Tina Tenret 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.

10
Lanette A. Wing
CRD#: 4318047
611 Druid Rd E. Ste 105, Clearwater, FL 33756
89
Wealthminder
score

Lanette Wing (CRD# 4318047) is an Investment Advisor Representative working at Provise Management Group, LLC in Clearwater, FL and has over 3 years of experience in the finance industry.

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