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Aviva Esther Sapers

Csenge Advisory Group, LLC

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About Aviva Esther Sapers

Aviva Esther Sapers is a financial advisor with over 30 years of experience in the industry. Aviva is currently registered with Csenge Advisory Group, LLC and Lion Street Advisors, LLC, in Massachusetts. Aviva has previously worked with a number of other firms, including Kestra Investment Services, LLC, Nathan & Lewis Securities, Inc., Guardian Investor Services Corporation, New England Securities, and CMS Investment Resources, Inc. Aviva holds Series 63, Series 24, Series 7, and SIE licenses and is a Chartered Financial Consultant. Aviva is an active advisor with a diverse range of experience, providing a broad range of financial services to individuals and businesses.

Firm Information

Aviva Sapers 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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Aviva Sapers’s Registration & Firm History

FL

02/23/2021 - Present

Csenge Advisory Group, LLC (CLEARWATER FL)

MA

09/04/2002 - 02/02/2017

KESTRA INVESTMENT SERVICES, LLC (NEWTON MA)

NY

08/17/1993 - 09/25/2002

NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)

NY

04/07/1992 - 08/03/1993

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

NY

02/12/1985 - 02/01/1992

NEW ENGLAND SECURITIES (NEW YORK NY)

NA

12/18/1984 - 01/16/1985

CMS INVESTMENT RESOURCES, INC.

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Licenses & Designations

BC

Issued 11/13/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/10/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aviva Esther Sapers.
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