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Adam Jameson Smith

Csenge Advisory Group, LLC

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About Adam Jameson Smith

Adam Jameson Smith is a financial advisor with Csenge Advisory Group, LLC in Birmingham, Alabama. Adam has been in the financial services industry since 2021. He holds the Series 7, Series 66, and SIE licenses. Adam specializes in financial planning, portfolio management, and asset allocation. He works with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Adam Smith is currently registered with Csenge Advisory Group, LLC. Csenge Advisory Group, LLC is a financial advisory firm headquartered in Clearwater, Florida. With over 76 investment advisor representatives, they manage over $2.75 billion in assets for individuals, corporations, charitable organizations, and other clients. They offer a range of services including financial planning, asset allocation, and portfolio management. They also provide pension consulting and selection of other advisors.
Csenge Advisory Group, LLC

4755 EAST BAY DRIVE

CLEARWATER, FL 33764

$2.75B

Assets Under Management

Not reported

Total Clients

67

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation services

Asset allocation services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Smith’s Registration & Firm History

FL

07/27/2022 - Present

Csenge Advisory Group, LLC (CLEARWATER FL)

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Licenses & Designations

BOTH

Issued 07/21/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/10/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/24/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Jameson Smith.
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