Unclaimed Profile

Brent James Western

CSENGE ADVISORY GROUP, LLC·CLEARWATER, Florida

SIE, Series 4, Series 7, Series 7TO, Series 9, Series 10, Series 24, Series 52TO, Series 53, Series 66, Series 82TOClean record17 years registeredCSENGE ADVISORY GROUP, LLC

4755 EAST BAY DRIVE, CLEARWATER, FL 33764CRD# 4933714Firm CRD# 131167

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brent James Western · CLEARWATER, FL

Registration

CRD #4933714 · CSENGE ADVISORY GROUP, LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CSENGE ADVISORY GROUP, LLC

FIRST COMMAND ADVISORY SERVICES

May 2023 – Jun 2023

FORT WORTH, TX

CSENGE ADVISORY GROUP, LLC

May 2020 – Mar 2022

CLEARWATER, FL

RAYMOND JAMES & ASSOCIATES, INC.

Apr 2009 – Jul 2017

ST. PETERSBURG, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 7TO

Series 9

Series 10

Series 24

Series 52TO

Series 53

Series 66

Series 82TO

Registration record

First registered · April 1, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CSENGE ADVISORY GROUP, LLC

CRD 131167 · SEC 801-72792

AUM

$2.8B

Regulatory assets under management

Employees

14,675 client accounts

Services offered by CSENGE ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CSENGE ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Brent James Western offer?

Brent James Western specializes in Financial Planning, Investment Management.

What are Brent James Western's credentials?

Brent James Western is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brent James Western located?

Brent James Western is based in CLEARWATER, Florida, last registered with CSENGE ADVISORY GROUP, LLC.

How does Brent James Western charge for services?

Brent James Western's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CSENGE ADVISORY GROUP, LLC?

CSENGE ADVISORY GROUP, LLC has approximately 79 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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