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John Louis Csenge

Csenge Advisory Group, LLC

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About John Louis Csenge

John Louis Csenge is a financial advisor with over 40 years of experience in the industry. John has a broad range of experience, having worked with firms such as FSC Securities Corporation, Corporate Securities Group, Inc., DMG Securities, Inc., F.N. Wolf & Co., Inc., Sherwood Capital, Inc., and First Jersey Securities, Inc. John is currently registered with Csenge Advisory Group, LLC and Lion Street Advisors, LLC, serving clients in several states. John is a Certified Financial Planner and holds several industry licenses. John's areas of expertise include financial planning, asset allocation, and portfolio management for individuals, businesses, and charitable organizations.

Firm Information

John Csenge 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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John Csenge’s Registration & Firm History

FL

11/01/2000 - Present

Csenge Advisory Group, LLC (CLEARWATER FL)

FL

07/13/1998 - 07/31/2018

FSC SECURITIES CORPORATION (CLEARWATER FL)

MO

03/17/1997 - 07/20/1998

CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)

VA

07/12/1994 - 03/25/1997

DMG SECURITIES, INC. (GREAT FALLS VA)

NA

05/17/1988 - 07/21/1994

F.N. WOLF & CO., INC.

NA

02/02/1987 - 05/19/1988

SHERWOOD CAPITAL, INC.

NA

01/19/1980 - 01/31/1987

FIRST JERSEY SECURITIES, INC.

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Licenses & Designations

IA

Issued 01/26/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/12/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/10/2006

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 07/27/1984

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/19/1980

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for John Louis Csenge. Review regulatory record here.
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