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Noel Gabriel David

Csenge Advisory Group, LLC

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About Noel Gabriel David

Noel Gabriel David is a financial advisor with Csenge Advisory Group, LLC. David has been in the industry for over twenty years. David has been registered with the state of Tennessee since March 2023. Prior to joining Csenge Advisory Group, LLC, Noel David worked as a financial advisor for MML INVESTORS SERVICES, LLC in Memphis, TN, and Waddell & Reed, Inc. in Overland Park, KS, among other firms. David has worked as a financial advisor for multiple firms over the course of his career, providing financial consulting services in various states. David is a licensed financial advisor with both Series 7 and Series 63 securities licenses.

Firm Information

Noel David 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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Noel David’s Registration & Firm History

FL

03/15/2023 - Present

Csenge Advisory Group, LLC (CLEARWATER FL)

TN

06/06/2002 - 09/03/2020

MML INVESTORS SERVICES, LLC (Memphis TN)

KS

06/25/2001 - 05/09/2002

WADDELL & REED, INC. (OVERLAND PARK KS)

MN

04/17/2000 - 06/27/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

04/17/2000 - 06/27/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 10/15/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Noel Gabriel David. Review regulatory record here.
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