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Sean William Moneypenny

Csenge Advisory Group, LLC

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About Sean William Moneypenny

Sean William Moneypenny is an investment advisor representative with Csenge Advisory Group, LLC. Sean has been in the industry since 2010 and has experience with Fidelity Brokerage Services LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sean has a Series 63 and Series 66 license. Sean also has a Series 7 and a SIE license. Sean is a Certified Financial Planner. Sean specializes in asset allocation, financial planning and portfolio management. Sean's office is located in Clearwater, Florida.

Firm Information

Sean Moneypenny 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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Sean Moneypenny’s Registration & Firm History

FL

12/18/2020 - Present

Csenge Advisory Group, LLC (CLEARWATER FL)

FL

09/09/2019 - 11/27/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEPTUNE BEACH FL)

FL

09/30/2010 - 01/22/2018

FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 08/15/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/07/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/30/2024

Series 7TO - General Securities Representative Examination

BC

Issued 01/22/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Sean William Moneypenny. Review regulatory record here.
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