Claim Profile
SC

Stephen James Csenge

CSENGE ADVISORY GROUP, LLC·CLEARWATER, Florida
Unclaimed Profile
4755 EAST BAY DRIVE, CLEARWATER, FL 33764CRD# 1236240Firm CRD# 131167
01

About

Stephen James Csenge is a registered financial advisor based in CLEARWATER, Florida, affiliated with CSENGE ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CSENGE ADVISORY GROUP, LLC
CSENGE ADVISORY GROUP, LLC
AUM
$2.8B
Regulatory assets under management
Employees
79
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1236240
Firm CRD# 131167
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CLEARWATER?

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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty