Skip to content

Kevin David Hurley

Investment adviser representative at Provenance Wealth Advisors
11 yearsExperience
1 stateRegistered in
$3.6BFirm assets
8 yearsFirm in business

Are you Kevin David Hurley? Claim your profile

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

11 years in the industry.

  1. Provenance Wealth AdvisorsJul 2026 to now
  2. Slavic Mutual Funds Management Corp.Aug 2024 to now
  3. Slavic Integrated AdministrationSep 2021 to now
  4. Xynergy Capital GroupJan 2015 to Aug 2021

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

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
7973627
Firm CRD
126529
Advisor's SEC record (opens in a new tab)
CallContact this firm