Unclaimed Profile

Stephen James Csenge

CSENGE ADVISORY GROUP, LLC·CLEARWATER, Florida

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 66CFP21 years registeredCSENGE ADVISORY GROUP, LLC

4755 EAST BAY DRIVE, CLEARWATER, FL 33764CRD# 1236240Firm CRD# 131167

Profile Verification

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

Identity

Stephen James Csenge · CLEARWATER, FL

Registration

CRD #1236240 · CSENGE ADVISORY GROUP, LLC · 21 years registered

Brand Profile

Not yet started

Career History

PROVISE MANAGEMENT GROUP, LLC

Oct 2020 – present

CSENGE ADVISORY GROUP, LLC

Oct 2016 – Apr 2020

CLEARWATER, FL

CSENGE ADVISORY GROUP, LLC

Jul 2005 – Mar 2016

CLEARWATER, FL

FSC SECURITIES CORPORATION

Dec 2004 – Jan 2016

CLEARWATER, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · December 9, 2004

Years registered · 21

Professional designation · CFP

Disclosure History

1991Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Stephen James Csenge offer?

Stephen James Csenge specializes in Financial Planning, Investment Management. Contact their office in CLEARWATER, Florida for a consultation.

What are Stephen James Csenge's credentials?

Stephen James Csenge holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Stephen James Csenge located?

Stephen James Csenge 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 Stephen James Csenge charge for services?

Stephen James Csenge'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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