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RM

Ryan P. Mccrerey

PROVISE MANAGEMENT GROUP
CLEARWATER, FL 33756
CRD#: 6953694
Some features on this profile are disabled
RM
Ryan Patrick MccrereyPROVISE MANAGEMENT GROUP

Professional summary

Ryan Patrick Mccrerey, who also goes by Ryan Mccrerey, is a registered financial advisor currently at PROVISE MANAGEMENT GROUP, LLC located in Clearwater, Florida and KESTRA INVESTMENT SERVICES, LLC located in Clearwater, Florida.

Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Ryan has worked at 8 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ryan Mccrerey

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Patrick Mccrerey's CRS (Customer Relationship Summary).
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®
None

Experience

Current

June 8, 2026 - Present

PROVISE MANAGEMENT GROUP, LLC

Office #1: 611 Druid Rd E. Ste 105, Clearwater, FL 33756
RIA
CRD#: 105375
CLEARWATER, FL
Current

June 8, 2026 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 611 Druid Road E Suite 105, Clearwater, FL 33756
BD
CRD#: 42046
Clearwater, FL
Past

February 6, 2025 - May 28, 2026

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
Lutz, FL
Past

January 17, 2025 - May 28, 2026

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
Lutz, FL
Past

September 20, 2023 - September 7, 2024

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
PALM BEACH GARDENS, FL
Past

September 1, 2023 - September 7, 2024

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
PALM BEACH GARDENS, FL
Past

September 14, 2022 - September 9, 2024

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

RIA
CRD#: 108559
Palm Beach, FL
Past

September 12, 2022 - September 29, 2023

FIRST REPUBLIC SECURITIES COMPANY, LLC

BD
CRD#: 105108
PALM BEACH, FL
Past

March 9, 2021 - September 19, 2022

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
LARGO, FL
Past

February 18, 2021 - September 19, 2022

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
LARGO, FL
Past

July 26, 2019 - September 6, 2019

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA
CRD#: 611
TAMPA, FL

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.
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
Florida
(6/8/2026)
IAR
Florida
(6/10/2026)
IAR
Texas
(6/8/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 9/30/2021
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 7/25/2019
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/18/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/6/2019
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

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)
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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 (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PROVISE MANAGEMENT GROUP, LLC BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts3,439
AUM (Assets Under Management)$ 1,804,308,550

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/23/2025
Cover Page
Report
01/16/2025
Cover Page
Report
11/01/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PROVISE MANAGEMENT GROUP, LLC

CRD#: 105375Clearwater, FL 33756

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