Ryan Patrick Mccrerey
Investment adviser representative at Provise Management Group, LLC
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2BFirm assets
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From SEC records
Firm's SEC record (opens in a new tab)How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Provise Management Group, LLCJun 2026 to now
- Kestra Investment Services LLC.Jun 2026 to now
- Addessi Financial PartnersJan 2025 to May 2026
- Commonwealth Financial NetworkJan 2025 to May 2026
- UnemployedSep 2024 to Jan 2025
- JPMorgan Chase & Co.Jul 2023 to Sep 2024
- First Republic Investment Management, IncSep 2022 to Jul 2023
- First Republic Securities Company, LLCSep 2022 to Jul 2023
- Raymond James & Associates, Inc.Sep 2019 to Sep 2022
- Mutual of Omaha Insurance CompanyMay 2019 to Aug 2019
- Mutual of Omaha Investor ServicesMay 2019 to Aug 2019
- UnemployedSep 2018 to May 2019
- Wells Fargo AdvisorsMay 2018 to Aug 2018
- UnemployedMay 2009 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Provise Management Group, LLC
$2BAssets managed
1,190Clients
19Advisers
38 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
- 6953694
- Firm CRD
- 105375