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Andrew R MacDougall

Csenge Advisory Group, LLC

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About Andrew R MacDougall

Andrew MacDougall is a financial advisor registered with Csenge Advisory Group and Lion Street Advisors, providing financial planning and portfolio management services to individuals, businesses and charitable organizations. Andrew is also a Certified Financial Planner and a Chartered Financial Consultant. Andrew has been in the financial industry for 7 years. Andrew is registered in Massachusetts.

Firm Information

Andrew MacDougall 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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Andrew MacDougall’s Registration & Firm History

FL

02/09/2021 - Present

Csenge Advisory Group, LLC (CLEARWATER FL)

MA

04/30/2015 - 02/20/2018

PARK AVENUE SECURITIES LLC (NEEDHAM MA)

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Licenses & Designations

BC

Issued 01/29/2021

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 06/19/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/20/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/30/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew R MacDougall.
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