EZ
Eric P. Zeitlin
PROVENANCE WEALTH ADVISORS
Fort Lauderdale, FL 33301
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CRD#: 2334183
EZ
Professional summary
Eric Paul Zeitlin is a registered financial advisor currently at PROVENANCE WEALTH ADVISORS located in Fort Lauderdale, Florida and PWA SECURITIES, LLC located in Fort Lauderdale, Florida.
Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Eric has worked at 8 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
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)Name Business: East Coast Plaza North 1 LLC Address: 1200 Clint Moore Rd bay 10, Boca Raton, FL, 33401, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 07/01/1996 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Management and operating(2)Name Business: Eric P Zeiltin CEP PA Address: 200 E. Las Olas Boulevard, Fort Lauderdale, FL, 33301, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/14/2000 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: This is my PA that owns my 50% interest in ZYH which owns a 50% in PWA (3)Name of Business: HK-Tienda Acquisition LLC Address: 2001 Cocoanut Rd , Boca Raton, FL, 33432, United States Activity Type: Personal/Private Investment Position/Title: Investment Related: Yes Start Date: 09/20/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 (4)Name Business: Miami Foundation Address: 2001 Cocoanut Rd , Boca Raton , FL, 33432, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 01/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member investment advisory committee (5)Name Business: Provenance Wealth Advisors Address: 200 E Las Olas Blvd Fl 19, Fort Lauderdale, FL, 33301, United States Activity Type: Independent RIA Position/Title: Director Investment Related: Yes Start Date: 02/01/2000 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Financial planning for clients and referral fee (6)Name Business: Provenance Wealth Advisors Address: 200 E Las Olas Blvd Fl 19, Fort Lauderdale, FL, 33301, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/01/2000 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Long term care, Fixed life and disability insurance through various agencies.(7)Name Business: Uruguay Chlorine Investments LLC Address: 2001 Cocoanut Rd , Boca Raton, FL, 33432, United States Activity Type: Personal/Private Investment Position/Title: Investment Related: Yes Start Date: 09/19/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 (8)Name Business: Zama LLC Address: 2001 Cocoanut Rd, Boca Raton , FL, 33432, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 07/01/2007 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 (9)Name Business: ZYH LLC Address: 200 E. Las Olas Boulevard, Fort Lauderdale, FL, 33301, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 01/14/2000 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Managing member. ZHY owns a 50% interest in Provenance Wealth Advisors(10) Name Business: Rebel partnership - Address: 2001 Cocoanut Road Boca Raton, FL 33432 - Position: Passive Investor - Start Date: 09/19/2016 - Hours per month devoted to business :1 - Hours per month devoted during trading hours: 1 (11) Name : Z&Z LLC - Address: 2001 Cocoanut Road Boca Raton, FL 33432 - Position: Part Owner - Start Date: 01/01/2004 - Hours per month devoted to business :1 - Hours per month devoted during trading hours: 1(12)Name: ZAD LLC- Address: same as above (13) The Cove Yacht Basin- Boca Raton - Board Memb
CRS (Client Relationship Summary) - RIA
Click below to view Eric Paul Zeitlin'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®
NoneExperience
Current
May 6, 2003 - Present
PROVENANCE WEALTH ADVISORS
Office #1: 200 East Las Olas Boulevard 19th Floor, Fort Lauderdale, FL 33301RIA
CRD#: 126529
Fort Lauderdale, FL
Current
August 25, 2023 - Present
PWA SECURITIES, LLC
Office #1: 200 East Las Olas Blvd 19th Floor, Fort Lauderdale, FL, 33301BD
CRD#: 321974
Fort Lauderdale, FL
Past
September 11, 2013 - August 25, 2023
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
FORT LAUDERDALE, FL
Past
August 30, 2013 - August 25, 2023
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
FT. LAUDERDALE, FL
Past
August 1, 2003 - September 3, 2013
WALNUT STREET SECURITIES, INC.
RIA
CRD#: 15840
FORT LAUDERDALE, FL
Past
August 1, 2003 - September 3, 2013
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
FORT LAUDERDALE, FL
Past
March 9, 2000 - August 1, 2003
NATHAN & LEWIS SECURITIES, INC.
RIA
CRD#: 8503
MIAMI, FL
Past
March 9, 2000 - August 1, 2003
NATHAN & LEWIS SECURITIES, INC.
BD
CRD#: 8503
NEW YORK, NY
Past
June 1, 1998 - March 7, 2000
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
May 24, 1993 - June 1, 1998
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
RADNOR, PA
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".
PW
PROVENANCE WEALTH ADVISORS
PROVENANCE WEALTH ADVISORS | PROVENANCE WEALTH ADVISORS, LLC
CRD#: 126529 / SEC#: 801-113505
RIA
Registered Investment Advisory firm - (6/25/2018 Approved)Ohio
Registered Investment Advisory firm - (5/12/2023 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(9/5/2025)
RR
Colorado(12/23/2024)
IAR
Colorado(12/23/2024)
IAR
Florida(5/6/2003)
RR
Florida(8/25/2023)
RR
Georgia(8/25/2023)
IAR
Georgia(12/26/2024)
RR
Illinois(6/28/2024)
RR
New Jersey(12/23/2024)
IAR
New Jersey(3/5/2025)
RR
New York(8/25/2023)
IAR
New York(12/23/2024)
RR
North Carolina(8/28/2023)
IAR
North Carolina(12/23/2024)
RR
Pennsylvania(12/24/2024)
RR
Rhode Island(8/25/2023)
RR
South Dakota(8/27/2025)
RR
Utah(9/12/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PW
PROVENANCE WEALTH ADVISORS
PROVENANCE WEALTH ADVISORS | PROVENANCE WEALTH ADVISORS, LLC
CRD#: 126529 / SEC#: 801-113505
RIA
Registered Investment Advisory firm - (6/25/2018 Approved)Ohio
Registered Investment Advisory firm - (5/12/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
200 East Las Olas Boulevard 19th Floor, Fort Lauderdale, FL 33301
Mailing Address
Phone number
(954) 712-8888
Established
Firm type
Fiscal year end
# of Employees
49
SEC notice filing (39 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,221 |
| AUM (Assets Under Management) | $ 3,523,875,805 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PROVENANCE WEALTH ADVISORS
CRD#: 126529Fort Lauderdale, FL 33301TRUST BUT VERIFY
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Contact information
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