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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)17 years in industry

Ryan Patrick McCrerey

Advisor at PROVISE MANAGEMENT GROUP, LLC

CLEARWATER, FL

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Search this name across graphsid dfx:ria:b20d4a51-3c76-8599-a96f-c3d4d996b0e2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Jul 26, 2019 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PROVISE MANAGEMENT GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jul 25, 2019
First registration: Jul 26, 2019
Dual registered: yes, broker-dealer
Other names: RYAN MCCREREY
IAPD individual key: 6953694

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PROVISE MANAGEMENT GROUP, LLC	Independent wealth	Jun 8, 2026	n/a	yes	CLEARWATER, FL	Current employment
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Feb 6, 2025	May 28, 2026	no	Lutz, FL\|Tampa, FL	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Sep 20, 2023	Sep 7, 2024	no	Palm Beach, FL\|PALM BEACH, FL\|BOSTON, MA\|West Palm Beach, FL\|PALM BEACH GARDENS, FL	Previous registration
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	Former SEC adviser	Sep 14, 2022	Sep 9, 2024	no	Palm Beach, FL	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Mar 9, 2021	Sep 19, 2022	no	LARGO, FL	Previous registration
MUTUAL OF OMAHA INVESTOR SERVICES, INC.	Independent wealth	Jul 26, 2019	Sep 6, 2019	no	TAMPA, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COMMONWEALTH FINANCIAL NETWORK	PROVISE MANAGEMENT GROUP, LLC	May 28, 2026	Jun 8, 2026	11	Firm change	Ibd to RIA
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	J.P. MORGAN SECURITIES LLC	Sep 9, 2024	Sep 20, 2023	-355	Channel change	Ibd to wirehouse
J.P. MORGAN SECURITIES LLC	COMMONWEALTH FINANCIAL NETWORK	Sep 7, 2024	Feb 6, 2025	152	Firm change	Wirehouse to ibd
RAYMOND JAMES & ASSOCIATES, INC.	J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	Sep 19, 2022	Sep 14, 2022	-5	Firm change	Ibd to ibd
MUTUAL OF OMAHA INVESTOR SERVICES, INC.	RAYMOND JAMES & ASSOCIATES, INC.	Sep 6, 2019	Mar 9, 2021	550	Firm change after gap	Other

Relationships

Registered with (6)

→ PROVISE MANAGEMENT GROUP, LLCRegistered adviserregistration: current employment
Jun 8, 2026 to presentfactForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Feb 6, 2025 to May 28, 2026factForm ADV
→ J.P. MORGAN PRIVATE WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Sep 14, 2022 to Sep 9, 2024factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Sep 20, 2023 to Sep 7, 2024factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Mar 9, 2021 to Sep 19, 2022factForm ADV
→ MUTUAL OF OMAHA INVESTOR SERVICES, INC.Registered adviserregistration: previous registration
Jul 26, 2019 to Sep 6, 2019factForm ADV

Dated events

Occurred
May 28, 2026
Advisor changed firm
Ryan Patrick Mccrerey left Commonwealth Financial Network for Provise Management Group, Llc (registered 2026-06-08)
Form ADVobserved 5 days ago
Occurred
Sep 7, 2024
Advisor changed firm
Ryan Patrick Mccrerey left J.P. Morgan Securities Llc for Commonwealth Financial Network (registered 2025-02-06)
Form ADVobserved 5 days ago
Occurred
Sep 19, 2022
Advisor changed firm
Ryan Patrick Mccrerey left Raymond James & Associates, Inc. for J.P. Morgan Private Wealth Advisors Llc (registered 2022-09-14)
Form ADVobserved 5 days ago