Provenance Wealth Advisors
$3.6B
3,111Clients
18Advisers
8 yearsIn business
Contact this firm
Who works here
- Augusto Jose De Luna
- Brendan Thomas Hayes
- Donna Sue Santangelo
- Eric Paul Zeitlin
- Evan Dunayer
- Joseph Karl
- Kathleen Graham Marteney
- Kevin David Hurley
- Lee Frederick Hediger
- Martha Swain
- Ryan T. Whiteman
- Scott Richard Montgomery
- Sean Thomas Deviney
- Shane David Phillips
- Thomas Joseph Scanlan
- Todd Anthony Moll
- William Charles Dahm
- William Gerard McKenna
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Provenance Wealth Advisors
Legal name: Provenance Wealth Advisors, LLC
$3.6B
3,111Clients
18Advisers
8 yearsIn business
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 126529