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Michael Claude Provine

Cary Street Partners

Morristown, NJ

CRD 4421863

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Employer firm

Cary Street Partners CRD 128545

$10.3B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Cary Street Partners

901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-01-05
CA RA APPROVED 2026-01-02
NY RA APPROVED 2026-01-02
WY RA APPROVED 2026-01-02
NC RA APPROVED 2023-12-06
PA RA APPROVED 2020-08-28
NJ RA APPROVED 2020-07-09
  • MI RA
    APPROVED
    Since 2026-01-05
  • CA RA
    APPROVED
    Since 2026-01-02
  • NY RA
    APPROVED
    Since 2026-01-02
  • WY RA
    APPROVED
    Since 2026-01-02
  • NC RA
    APPROVED
    Since 2023-12-06
  • PA RA
    APPROVED
    Since 2020-08-28
  • NJ RA
    APPROVED
    Since 2020-07-09

Branch Locations

1200 Mt. Kemble Avenue Suite 100, Morristown, NJ 07960 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tradition Capital Management Llc Summit NJ 11/2000 04/2019
Candor Wealth Advisors Summit NJ 09/2008 04/2019
Tradition Asset Management Summit NJ 05/2019 Present
  • 11/2000 → 04/2019
    Tradition Capital Management Llc
    Summit, NJ
  • 09/2008 → 04/2019
    Candor Wealth Advisors
    Summit, NJ
  • 05/2019 → Present
    Tradition Asset Management
    Summit, NJ
Previous Registrations
  • 2019-05-08 → 2020-11-13
    Tradition Asset Management Llc
    Summit, NJ
  • 2002-02-15 → 2019-12-10
    Tradition Capital Management Llc
    Summit, NJ
  • 2012-11-14 → 2016-01-05
    Candor Wealth Advisors Llc
    Summit, NJ
Other Names
  • Michael C. Provine
  • Michael Claude Provine
  • Michael C Provine

View on SEC IAPD

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