Ryan T. Whiteman
Investment adviser representative at Provenance Wealth Advisors
10 yearsExperience
7 statesRegistered in
$3.6BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Pwa Securities, LLCAug 2023 to now
- Tupeloaks Farm LLCFeb 2022 to now
- Provenance Wealth AdvisorsDec 2021 to now
- Raymond James Financial Services Advisors, Inc.Dec 2021 to Aug 2023
- Raymond James Financial Services, Inc.Dec 2021 to Aug 2023
- JPMorgan Securities LLCJan 2016 to Dec 2021
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 7 states (AZ, CA, CO, FL, GA, NJ, NY).
Provenance Wealth Advisors
Legal name: Provenance Wealth Advisors, LLC
$3.6BAssets managed
3,111Clients
18Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5826489
- Firm CRD
- 126529