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Senior Financial Planner · Provise Management Group, LLC

Susan C. Washburn

CRD 5283315 · Named on Form ADV at one SEC-registered adviser

At a glance

Provise Management Group, LLC, an SEC-registered wealth manager based in Clearwater, FL with $2.0 billion in regulatory assets, lists Susan C. Washburn on its Form ADV as Senior Financial Planner.

Firms and roles

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Susan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Susan on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Susan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.