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Shelley Leavitt Nadel

Csenge Advisory Group, LLC

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About Shelley Leavitt Nadel

Shelley Nadel is a financial advisor at Csenge Advisory Group, LLC. Shelley is a Registered Representative of Lion Street Financial, LLC. Shelley has been a financial advisor for over 15 years. Shelley holds the Series 6, 7, 63 and 66 licenses. Shelley is also a Certified Financial Planner. Shelley specializes in financial planning, investment management, and retirement planning. Shelley is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals.

Firm Information

Shelley Nadel 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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Shelley Nadel’s Registration & Firm History

TX

09/07/2021 - Present

Csenge Advisory Group, LLC (Houston TX)

SC

06/22/2016 - 10/10/2019

FSC SECURITIES CORPORATION (BLUFFTON SC)

TX

01/17/2011 - 05/27/2016

WELLS FARGO ADVISORS, LLC (LAKE JACKSON TX)

TX

04/18/2008 - 12/10/2010

MML INVESTORS SERVICES, INC. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 02/03/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/18/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/14/2011

Series 7 - General Securities Representative Examination

BC

Issued 04/17/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Shelley Leavitt Nadel. Review regulatory record here.
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