Eric Russell Ebbert

Employer firm

Provise Management Group, LLC CRD 105375

$2.03B regulatory AUM 47 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2002 → Present
  Provise Management Group, Llc
  Clearwater, FL
• 01/2002 → Present
  Provise Management Company, Inc.
  Clearwater, FL

Previous Registrations

• 2004-04-12 → 2015-12-16
  Kestra Investment Services, Llc
  Clearwater, FL
  Clearwater, FL

Other Businesses

1. Business Name: ProVise Management Company Inc. - Investment Related - Address: Clearwater FL 33759 - 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: 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: Clearwater, FL 33755 - Not Investment Related - Title: Board of Directors - Start Date: - Time spent on activity: less than 10% - Duties: Governance

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-04-05
• S65 Uniform Investment Adviser Law Examination
  1997-12-18

Designations

• Certified Financial Planner