Evan Dunayer
Investment adviser representative at Provenance Wealth Advisors
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Pwa Securities, LLCAug 2023 to now
- Provenance Wealth AdvisorsJan 2022 to now
- Raymond James Financial Services Advisors, Inc.Aug 2022 to Aug 2023
- Raymond James Financial Services, Inc.Apr 2022 to Aug 2023
- Raymond James Financial Services/provenance Wealth AdvisorsJan 2022 to Apr 2022
- Rsm Us LLPOct 2019 to Jan 2022
- Rsm Us LLPDec 2017 to Mar 2018
- Qualityhub Inc.Jun 2017 to Aug 2017
- University of Central FloridaJun 2014 to Jun 2019
- Publix Supermarkets Inc.Aug 2013 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7494445
- Firm CRD
- 126529