Unclaimed Profile

Eric Jason Caisse

CSENGE ADVISORY GROUP, LLC·CLEARWATER, Florida

SIE, Series 4, Series 7, Series 24, Series 63, Series 65, Series 87CFPClean record28 years registeredCSENGE ADVISORY GROUP, LLC

4755 EAST BAY DRIVE, CLEARWATER, FL 33764CRD# 2918662Firm CRD# 131167

Profile Verification

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

Identity

Eric Jason Caisse · CLEARWATER, FL

Registration

CRD #2918662 · CSENGE ADVISORY GROUP, LLC · 28 years registered

Brand Profile

Not yet started

Career History

CSENGE ADVISORY GROUP, LLC

Feb 2001 – present

LION STREET ADVISORS, LLC

Sep 2018 – Nov 2025

Clearwater, FL

FSC SECURITIES CORPORATION

Jun 2016 – Jul 2018

CLEARWATER, FL

FSC SECURITIES CORPORATION

Jun 1998 – May 2016

CLEARWATER, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 63

Series 65

Series 87

Registration record

First registered · June 26, 1998

Years registered · 28

Professional designation · CFP

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 Eric Jason Caisse offer?

Eric Jason Caisse specializes in Financial Planning, Investment Management. Contact their office in CLEARWATER, Florida for a consultation.

What are Eric Jason Caisse's credentials?

Eric Jason Caisse holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Eric Jason Caisse located?

Eric Jason Caisse is based in CLEARWATER, Florida, working with CSENGE ADVISORY GROUP, LLC. Their office serves clients in the CLEARWATER metropolitan area and surrounding communities.

How does Eric Jason Caisse charge for services?

Eric Jason Caisse'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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