Melvin
Perez

Provenance Wealth Advisors

CRD#2949598
Investment Advisor
in Miami, FL

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About this Advisor

Melvin Perez is a certified financial planner operating in Miami, Florida who has 5 years of relevant experience. Perez is on the advisory team at Provenance Wealth Advisors. During their career, the advisor has held roles at Raymond James Financial Services Advisors Inc, Providence Global Advisors LLC, N/A, Raymond James & Associates, Inc, Raymond James Financial Services, Inc and Provenance Wealth Advisors. Perez has Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to serve investors in Florida. Provenance Wealth Advisors is a registered investment company that has its headquarters in Fort Lauderdale, FL. It has offices in seven locations and a total of 54 advisors. It controls $623 million in total assets across its 108 customer accounts, placing it among the larger investment advisory firms in the United States by assets under management. The company performs a set of services, including financial planning services, pension consulting services and other services. Fees for financial advisory services largely are based on the type of services provided. Fees charged by Provenance Wealth Advisors can consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

Financial planning services, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

200 South Biscayne Boulevard 8Th Floor
Miami, FL 33131

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Provenance Wealth Advisors Brokerage Details

Total Assets Under Management

$623,232,415

FL Average: $1,855,561,029
Total Number of Employees

54

FL Average: 62
Total Number of Accounts

108

FL Average: 2,474
Average Account Size

$5,770,671

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Pension consulting services
  • Other

Melvin Perez Work History

Melvin has been registered as a financial advisor for 5 years.*

2020 - Present (4 years)

N/A

2017 - Present (7 years)

Raymond James Financial Services Advisors Inc

2017 - Present (7 years)

Providence Global Advisors LLC

2017 - Present (7 years)

Raymond James Financial Services, Inc

2017 - Present (7 years)

Provenance Wealth Advisors

2013 - 2017 (4 years)

Raymond James & Associates, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Melvin Perez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Provenance Wealth Advisors

Melvin Perez
Miami, FL
Joseph Karl
Fort Lauderdale, FL
Shane Phillips
Fort Lauderdale, FL
Martha Swain
Fort Lauderdale, FL
Ryan Whiteman
Miami, FL
Kathleen Marteney
Fort Lauderdale, FL
Oscar Castellanos
Miami, FL
William Mckenna
Mason, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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