Stephen J. Csenge
Professional summary
Stephen James Csenge, AIF®, CFP® is a registered financial advisor currently at PROVISE MANAGEMENT GROUP, LLC located in Tampa, Florida and KESTRA INVESTMENT SERVICES, LLC located in Tampa, Florida.
Stephen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Stephen has worked at 10 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stephen James Csenge's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1993
Experience
October 24, 2020 - Present
PROVISE MANAGEMENT GROUP, LLC
Office #1: 4350 West Cypress St Suite 225, Tampa, FL 33607October 12, 2020 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 4350 West Cypress Street Suite 225, Tampa, FL 33607August 13, 2018 - April 20, 2020
LION STREET FINANCIAL, LLC
October 24, 2016 - April 20, 2020
CSENGE ADVISORY GROUP, LLC
May 11, 2016 - August 3, 2018
FSC SECURITIES CORPORATION
July 5, 2005 - March 4, 2016
CSENGE ADVISORY GROUP, LLC
December 9, 2004 - January 21, 2016
FSC SECURITIES CORPORATION
November 17, 2004 - January 21, 2016
FSC SECURITIES CORPORATION
April 19, 2000 - November 22, 2002
MORGAN STANLEY & CO. LLC
August 2, 1994 - January 30, 2001
CITICORP INVESTMENT SERVICES
April 18, 1989 - June 28, 1994
F.N. WOLF & CO., INC.
May 17, 1988 - January 25, 1989
F.N. WOLF & CO., INC.
February 2, 1987 - May 19, 1988
SHERWOOD CAPITAL, INC.
February 24, 1984 - January 31, 1987
FIRST JERSEY SECURITIES, INC.
Primary Firm SEC Registration
PROVISE MANAGEMENT GROUP, LLC
CRD#: 105375 / SEC#: 801-32172
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/7/2021)
(5/4/2021)
(10/24/2020)
(1/6/2021)
(5/4/2021)
(1/21/2021)
(4/16/2021)
(10/13/2020)
(8/21/2023)
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationFINRA
Current Firm
PROVISE MANAGEMENT GROUP, LLC
CRD#: 105375 / SEC#: 801-32172
Contact information
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,439 |
| AUM (Assets Under Management) | $ 1,804,308,550 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/23/2025 | ||
| 01/16/2025 | ||
| 11/01/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PROVISE MANAGEMENT GROUP, LLC
CRD#: 105375Tampa, FL 33607TRUST BUT VERIFY
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