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Eric R. Ebbert
PROVISE MANAGEMENT GROUP
CLEARWATER, FL 33756
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CRD#: 2234222
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Professional summary
Eric Russell Ebbert, CFP® is a registered financial advisor currently at PROVISE MANAGEMENT GROUP, LLC located in Clearwater, Florida.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Eric has worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Retirement Planning
Tax Planning
Insurance Planning
Investment Planning
Comprehensive Financial Planni...
Estate Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Business Name: ProVise Management Company Inc. - Investment Related - Address: 611 Druid Road East Suite 105 Clearwater FL 33756 - Nature of Business: Management Company Position - Title: President - Start Date: 1/1/2002 - Hours per month: 91% - 100% (145 - 160 hours) - Hours per month during trading hours: 91% - 100% (127 - 140 hours) - Duties: Management of ProVise Management Group LLC 2. Business Name: Forman School, Address: 12 Norfolk Road, Litchfield, CT 06759 - Not Investment Related - Title: Trustee - Start Date: 1/1/2018 - Time spent on activity: less than 10% - Duties: Governance 3. Business Name: Homeless Empowerment Program (HEP) - Address: 1120 North Betty Lane, Clearwater, FL 33755 - Not Investment Related - Title: Board of Directors - Start Date: - Time spent on activity: less than 10% - Duties: Governance
CRS (Client Relationship Summary) - RIA
Click below to view Eric Russell Ebbert's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1996
Experience
Current
October 10, 2001 - Present
PROVISE MANAGEMENT GROUP, LLC
Office #1: 611 Druid Rd, Suite 105, Clearwater, FL 33756RIA
CRD#: 105375
CLEARWATER, FL
Past
April 12, 2004 - December 16, 2015
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
CLEARWATER, FL
Past
October 16, 2002 - December 16, 2015
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
CLEARWATER, FL
Past
November 8, 2000 - November 21, 2003
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
PHILADELPHIA, PA
Past
February 3, 1997 - December 23, 1997
HORIZON CAPITAL, INC.
BD
CRD#: 41362
SARASOTA, FL
Past
June 22, 1992 - July 20, 1995
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
MILWAUKEE, WI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PM
PROVISE MANAGEMENT GROUP, LLC
PROVISE MANAGEMENT GROUP INC | PROVISE MANAGEMENT GROUP, LLC
CRD#: 105375 / SEC#: 801-32172
RIA
Registered Investment Advisory firm - (6/2/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(10/10/2001)
IAR
Texas(8/10/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PM
PROVISE MANAGEMENT GROUP, LLC
PROVISE MANAGEMENT GROUP INC | PROVISE MANAGEMENT GROUP, LLC
CRD#: 105375 / SEC#: 801-32172
RIA
Registered Investment Advisory firm - (6/2/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
611 Druid Rd E. Ste 105, Clearwater, FL 33756
Mailing Address
Phone number
(727) 441-9022
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,439 |
| AUM (Assets Under Management) | $ 1,804,308,550 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/23/2025 | ||
| 01/16/2025 | ||
| 11/01/2023 | ||
| 12/07/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PROVISE MANAGEMENT GROUP, LLC
CRD#: 105375Clearwater, FL 33756TRUST BUT VERIFY
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Contact information
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