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Matthew Robert Losanno

Csenge Advisory Group, LLC

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About Matthew Robert Losanno

Matthew Robert Losanno is a financial professional with experience in the financial services industry. Matthew Robert Losanno is currently registered as an Investment Advisor Representative with Csenge Advisory Group, LLC and Vaikus Advisory Group, LLC. Matthew Robert Losanno has worked with various clients including individuals, corporations, and charitable organizations. Matthew Robert Losanno is based in Clearwater, FL and has worked with firms such as PFS Investments, Inc. and Dell Technologies, Inc.

Firm Information

Matthew Losanno 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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Matthew Losanno’s Registration & Firm History

FL

03/21/2023 - Present

Csenge Advisory Group, LLC (CLEARWATER FL)

GA

01/03/2019 - 12/13/2019

PFS INVESTMENTS INC. (CUMMING GA)

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Licenses & Designations

IA

Issued 07/09/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/23/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/03/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/26/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Robert Losanno.
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