Vincent Raymond Ferrara

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 → 01/2026
  Provise Management Company, Inc.
  Clearwater, FL
• 01/2002 → Present
  Provise Management Group, Llc
  Clearwater, FL
• 01/2002 → Present
  Druid Road, Llc
  Clearwater, FL
• 02/1992 → 12/2016
  Pmg Marketing Group
  Clearwater, FL
• 04/1971 → 06/2019
  Independent Insurance Agent
  Clearwater, FL
• 04/2016 → 12/2019
  Kestra Financial Services, Inc.
  Austin, TX

Previous Registrations

• 2016-04-29 → 2019-12-31
  Kestra Advisory Services, Llc
  Clearwater, FL
  Tampa, FL
• 2003-10-27 → 2016-09-22
  Kestra Investment Services, Llc
  Clearwater, FL
  Clearwater, FL
  Tampa, FL
• 1991-07-30 → 2004-06-08
  Transamerica Financial Advisors, Llc
  Clearwater, FL

Other Businesses

1. Sea Side III Condo Assoc Invest Rel: N Addr: Sea Side Dr Belleair FL 33756 Nat of Busi: Condo HOA: Position: BOD Title: BOD, Treasure Strt Dt: 1/2/18 Hrs/mth: 0-16 Duties: governance; review monthly financials 2. Amplify Clearwater Invest Rel: N Addr: Clearwater FL 33756 Nat of Busi: Community Position: BOD Title: BOD Strt Dt: 10/1/19 Hrs/mth: 0-16 Duties: governance 3. Druid Road, LLC Invest Rel: N Addr: Clearwater FL 33756 Nat of Busi: Real Estate Title: Member Strt Dt: 1/1/02 Hrs/mth: 0-16 Duties: General mgmt 4. Mary V Nolen Trust UAD 5/24/1990 Invest Rel: N Addr: Clearwater FL 33756 Nat of Busi: Fiduciary Title: TTEE for irr tr Strt Dt: 3/26/13 Hrs/mth: 0-16 Duties: TTEE duties 5. University of Maryland College Park Foundation Invest Rel: N Addr: Riggs Alumni Center College Park MD 20784 Nat of Busi: Civic Title: Director Strt Dt: 10/1/07 Hrs/mth: 0-16 Duties: Oversight 6. Morton Plant Mease HealthCare, Inc. Invest Rel: N Addr: 300 Pinellas St Clearwater FL 33756 Nat of Busi: Civic Title: Board Member Strt Dt: 2/18/20 Hrs/mth: 0-16 Duties: Director Duties 7. Up Your Assets, LLC Invest Rel: Y Addr: Clearwater FL 33756 Nat of Busi: Podcast Title: Owner Start Date: 11/21/24 Hrs/mth: 0-10 Duties: Write and host the podcast 8. James J. Kasser Irrev TR Invest Rel: N Addr: Clearwater, FL 33756 Nat of Busi: Fiduciary Title: TTEE for IRR TR Strt Dt: 3/23/2022 Hrs/mth: 0-16 Duties TTEE duties 9. Druid Hills Condo Assoc Invest Rel: N Addr: Clearwater, FL 33756 Nat of Busi: HOA Position: BOD Title: Member Start Date: 12/1/2023 Hrs/mth: 1 Duties: governance 10. Longboat Key Condo Assoc II Invest Rel: N Addr: Longboat Key Nat of Busi: HOA Position: BOD Title: Member Start Date: 12/1/2023 Hrs/mth1 Duties: governance 11. Baycare Health Services, Inc. Inv Rel: N Addr: Clearwater, FL 33759 Nat of Busi: Community Hospital Position: BOD Title: Member Start Date: 1/1/2022 Hrs/Mth 3 Duties: governance

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-05-11

Designations

• Certified Financial Planner