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Derek Robert Kelly

Provise Management Group, LLC

Clearwater, FL

CRD 7629337

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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:

Current Employers
Provise Management Group, Llc

300 Park Place Blvd., Suite 210, Clearwater, FL 33759 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-10-02
TX RA APPROVED 2024-09-30
  • FL RA
    APPROVED
    Since 2024-10-02
  • TX RA
    APPROVED
    Since 2024-09-30

Branch Locations

611 Druid Road East Suite 105, Clearwater, FL 33756 • 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
Provise Management Group, Llc Clearwater FL 09/2022 08/2024
Provise Management Group, Llc Clearwater FL 08/2024 Present
College Philadelphia PA 09/2018 05/2022
High School Glen Rock NJ 09/2014 06/2018
Unemployed Newark NJ 05/2022 09/2022
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

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BEDINGHAUS FINANCIAL GROUP, INC

Nearby Investors

HEIDE REBECCA DELUCA
ESTHER LYNN ROPP
PAUL SELF

Nearby Offices

PFS INVESTMENTS INC. · CLEARWATER, FL
PFS INVESTMENTS INC. · CLEARWATER, FL
PFS INVESTMENTS INC. · CLEARWATER , FL

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