Susan C. Washburn
Professional summary
Susan Clementine Washburn, CFP®, who also goes by Susan Washburn Lupin Mrs., Susan Clementine Washburn Miss, Susan Clementine Washburn Mrs., is a registered financial advisor currently at PROVISE MANAGEMENT GROUP, LLC located in Clearwater, Florida.
Susan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Susan has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Susan Clementine Washburn's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2013
Experience
July 21, 2017 - Present
PROVISE MANAGEMENT GROUP, LLC
Office #1: 611 Druid Rd E. Ste 105, Clearwater, FL 33756February 22, 2007 - June 14, 2017
WASHBURN CAPITAL MANAGEMENT INC.
Primary Firm SEC Registration
PROVISE MANAGEMENT GROUP, LLC
CRD#: 105375 / SEC#: 801-32172
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/21/2017)
(9/10/2025)
Current Firm
PROVISE MANAGEMENT GROUP, LLC
CRD#: 105375 / SEC#: 801-32172
Contact information
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
PROVISE MANAGEMENT GROUP, LLC
CRD#: 105375Clearwater, FL 33756TRUST BUT VERIFY
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