Unclaimed Profile

Sara Noelle Witt

CSENGE ADVISORY GROUP, LLC·CLEARWATER, Florida

SIE, Series 4, Series 7, Series 9, Series 10, Series 23, Series 24, Series 31, Series 57, Series 63, Series 65, Series 99TOClean record12 years registeredCSENGE ADVISORY GROUP, LLC

4755 EAST BAY DRIVE, CLEARWATER, FL 33764CRD# 6243307Firm CRD# 131167

Profile Verification

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

Identity

Sara Noelle Witt · CLEARWATER, FL

Registration

CRD #6243307 · CSENGE ADVISORY GROUP, LLC · 12 years registered

Brand Profile

Not yet started

Career History

RAYMOND JAMES & ASSOCIATES, INC.

Sep 2019 – present

RAYMOND JAMES & ASSOCIATES, INC.

Sep 2019 – present

CSENGE ADVISORY GROUP, LLC

Feb 2019 – Sep 2019

CLEARWATER, FL

RAYMOND JAMES & ASSOCIATES, INC.

Jan 2016 – Dec 2018

ST. PETERSBURG, FL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jul 2014 – Nov 2015

JACKSONVILLE, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 9

Series 10

Series 23

Series 24

Series 31

Series 57

Series 63

Series 65

Series 99TO

Registration record

First registered · July 14, 2014

Years registered · 12

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

Speak with Sara

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Sara is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CLEARWATER?

Browse all registered financial advisors in CLEARWATER, Florida or claim this profile if it's yours.

Browse CLEARWATER Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Sara Noelle Witt offer?

Sara Noelle Witt specializes in Financial Planning, Investment Management. Contact their office in CLEARWATER, Florida for a consultation.

What are Sara Noelle Witt's credentials?

Sara Noelle Witt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sara Noelle Witt located?

Sara Noelle Witt 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 Sara Noelle Witt charge for services?

Sara Noelle Witt'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →