SC
Stephen J. Csenge
PROVISE MANAGEMENT GROUP
Tampa, FL 33607
Some features on this profile are disabled
CRD#: 1236240
SC
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
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Business Name: Lions Eye Institute Foundation Investment Related: No Address: 1410 N. 21st St. Tampa FL 33605 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.); Community/Charitable/Civic Volunteer (Non-Leadership Position) Position, Title or Relationship: volunteer, board member Start Date: 7/2/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: general strategic planning Business Name: ProVise Management Group, LLC Investment Related: Yes Address: 4350 W. Cypress Street, Suite 225 Tampa FL 33607 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services Position, Title or Relationship: independent advisor Start Date: 9/25/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: financial planning, investment advisory services, wealth management Business Name: FPA of Tampa Bay Investment Related: No Address: 12157 W Linebaugh Ave #312 Tampa FL 33626 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.); Community/Charitable/Civic Volunteer (Non-Leadership Position) Position, Title or Relationship: volunteer, board member Start Date: 6/1/2007 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: general strategic planning and operation Business Name: KESTRA ADVISORY SERVICES, LLC, POSITION: independent advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 152 SECURITIES TRADING HOURS: 132 START DATE: 09/25/2020 ADDRESS: 5707 southwest pkwy, BLDG 2, suite 400, Austin TX 78735, United States DESCRIPTION: personal financial planning
CRS (Client Relationship Summary) - RIA
Click below to view Stephen James Csenge's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1993
Experience
Current
October 24, 2020 - Present
PROVISE MANAGEMENT GROUP, LLC
Office #1: 4350 West Cypress St Suite 225, Tampa, FL 33607RIA
CRD#: 105375
Tampa, FL
Current
October 12, 2020 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 4350 West Cypress Street Suite 225, Tampa, FL 33607BD
CRD#: 42046
Tampa, FL
Past
August 13, 2018 - April 20, 2020
LION STREET FINANCIAL, LLC
BD
CRD#: 165828
Clearwater, FL
Past
October 24, 2016 - April 20, 2020
CSENGE ADVISORY GROUP, LLC
RIA
CRD#: 131167
CLEARWATER, FL
Past
May 11, 2016 - August 3, 2018
FSC SECURITIES CORPORATION
BD
CRD#: 7461
CLEARWATER, FL
Past
July 5, 2005 - March 4, 2016
CSENGE ADVISORY GROUP, LLC
RIA
CRD#: 131167
CLEARWATER, FL
Past
December 9, 2004 - January 21, 2016
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
CLEARWATER, FL
Past
November 17, 2004 - January 21, 2016
FSC SECURITIES CORPORATION
BD
CRD#: 7461
CLEARWATER, FL
Past
April 19, 2000 - November 22, 2002
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
NEW YORK, NY
Past
August 2, 1994 - January 30, 2001
CITICORP INVESTMENT SERVICES
BD
CRD#: 23988
LONG ISLAND CITY, NY
Past
April 18, 1989 - June 28, 1994
F.N. WOLF & CO., INC.
BD
CRD#: 13051
Past
May 17, 1988 - January 25, 1989
F.N. WOLF & CO., INC.
BD
CRD#: 13051
Past
February 2, 1987 - May 19, 1988
SHERWOOD CAPITAL, INC.
BD
CRD#: 10474
Past
February 24, 1984 - January 31, 1987
FIRST JERSEY SECURITIES, INC.
BD
CRD#: 6621
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PM
PROVISE MANAGEMENT GROUP, LLC
PROVISE MANAGEMENT GROUP INC | PROVISE MANAGEMENT GROUP, LLC
CRD#: 105375 / SEC#: 801-32172
RIA
Registered Investment Advisory firm - (6/2/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/7/2021)
RR
Delaware(5/4/2021)
IAR
Florida(10/24/2020)
RR
Florida(1/6/2021)
RR
Georgia(5/4/2021)
RR
Louisiana(1/21/2021)
RR
New York(4/16/2021)
RR
North Carolina(10/13/2020)
IAR
Texas(8/21/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
PM
PROVISE MANAGEMENT GROUP, LLC
PROVISE MANAGEMENT GROUP INC | PROVISE MANAGEMENT GROUP, LLC
CRD#: 105375 / SEC#: 801-32172
RIA
Registered Investment Advisory firm - (6/2/1988 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
611 Druid Rd E. Ste 105, Clearwater, FL 33756
Mailing Address
Phone number
(727) 441-9022
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (22 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 | ||
| 12/07/2022 |
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
Monitor Stephen Csenge
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
