Eric Dale Grant | Financial Professional | Flossmoor, Illinois | CSENGE ADVISORY GROUP, LLC

Professional summary

Eric Dale Grant is a registered financial advisor currently at CSENGE ADVISORY GROUP, LLC located in Flossmoor, Illinois and POLARIS WEALTH MANAGEMENT, LLC located in Flossmoor, Illinois.

Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Eric has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 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.

1.INSURANCE: POLARIS, INVESTMENT RELATED, 19150 S. Kedzie Avenue, Suite 204, Flossmoor, IL 60422 OWNER/AGENT, STARTED 12/1/2002, 40 HRS/MONTH, 30 HRS DURING TRADING HRS, NORMAL INSURANCE AND ANNUITY PROSPECTING & SALES ACTIVITY. 2.THE FAMILY MEETING RADIO SHOW POSITION: Employee NATURE: Radio talk show INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 2 START DATE: 05/02/2011 ADDRESS: 1020 Park Dr., #213, Flossmoor IL 60422, United States DESCRIPTION: Host weekly current news talk show. Does not include financial service related business 3.CSENGE ADVISORY GROUP POSITION: IAR NATURE: I am an IAR with this firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/11/2018 ADDRESS: 4755 E Bay Dr, Clearwater FL 33764, United States DESCRIPTION: Normal IAR duties 4.COSEBOC POSITION: Member board of directors NATURE: Coalition of Schools Educating Boys of Color provides thought leadership training and support to public and private schools who want to improve their educational outcomes with boys of color. INVESTMENT RELATED: No Hours per month devoted to business during trading hours: 3; Hours per month devoted to business outside trading hours: 2; START DATE: 2022-04-25 ADDRESS: 255 Main St, 8th Floor, Cambridge MA 02142, United States DESCRIPTION: Normal board activities 5.POLARIS INSURANCE AGENCY POSITION: Managing Partner NATURE: Life Accident and Health Insurance Agency INVESTMENT RELATED: Yes Hours per month devoted to business during trading hours: 15 Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 30; START DATE: 2022-04-29 ADDRESS: 1117 Leavitt Ave, Ste 205, Flossmoor IL 60422, United States 6.POLARIS WEALTH MANAGEMENT POSITION: Owner NATURE: RIA Please include the DBA "Save and Plan" INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 40 START DATE: 03/01/2020 ADDRESS: 2620 Central Dr, Suite GS, Flossmoor IL 60422, United States DESCRIPTION: Normal RIA leadership management and supervision, as well as client work. 7.THE MECCA SOCIETY POSITION: Board Member NATURE: Fundraising 501c3 for the benefit of Howard University INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2022 ADDRESS: 2620 Central Dr, Suite GS, Flossmoor IL 60422, United States DESCRIPTION: Founding member and board member with governance responsibilities 8.1867 BISON HOLDINGS LLC POSITION: Owner NATURE: Real estate investments INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 07/03/2023 ADDRESS: 2912 Kathleen Lane, Flossmoor IL 60422, United States DESCRIPTION: Normal real estate flipping and landlord activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Dale Grant's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

RIA

BD

CRD#: 139627

Flossmoor, IL

Current

October 14, 2025 - Present

INTEGRITY ALLIANCE, LLC.

Office #1: 1020 Park Dr. #213, Flossmoor, IL 60422

RIA

BD

CRD#: 4039

NEW YORK, NY

Past

June 29, 1989 - January 2, 2003

EQUITABLE ADVISORS, LLC

BD

CRD#: 6627

NEW YORK, NY

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".

CA

CSENGE ADVISORY GROUP, LLC

CRD#: 131167 / SEC#: 801-72792

RIA

Registered Investment Advisory firm - (10/13/2011 Approved)

Florida

Registered Investment Advisory firm - (11/8/2011 Terminated)

Texas

Registered Investment Advisory firm - (11/15/2007 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

District of Columbia
(11/12/2025)

IAR

Illinois
(1/16/2018)

RR

Illinois
(11/10/2025)

RR

Indiana
(11/12/2025)

RR

Maryland
(11/13/2025)

RR

New Jersey
(11/13/2025)

IAR

Texas
(2/11/2021)

RR

Virginia
(11/13/2025)

RR

Wisconsin
(10/15/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

CA

CSENGE ADVISORY GROUP, LLC

CRD#: 131167 / SEC#: 801-72792

RIA

Registered Investment Advisory firm - (10/13/2011 Approved)

Florida

Registered Investment Advisory firm - (11/8/2011 Terminated)

Texas

Registered Investment Advisory firm - (11/15/2007 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

4755 East Bay Drive, Clearwater, FL 33764

Mailing Address

Phone number

(727) 437-6000

Established

Firm type

Fiscal year end

# of Employees

79

SEC notice filing (45 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAG WRAP FEE PROGRAM (3/25/2025)

CAG ADV PART 2 (3/25/2025)

Regulatory assets under management

Total Number of Accounts	14,643
AUM (Assets Under Management)	$ 2,882,684,461

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.

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Firm Stability Insights

Eric D. Grant

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Dale Grant's CRS (Customer Relationship Summary).

Certified licenses

Experience

POLARIS WEALTH MANAGEMENT, LLC

INTEGRITY ALLIANCE, LLC.

INTEGRITY ALLIANCE, LLC.

LION STREET ADVISORS, LLC

LION STREET FINANCIAL, LLC

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

EQUITABLE ADVISORS, LLC

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

CSENGE ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/4/1999

Series 63

Date: 6/22/1991

SIE

Date: 10/1/2018

Series 7

Date: 9/30/1999

Series 6

Date: 6/28/1989

Series 24

Date: 12/13/1999

Series 26

Date: 7/7/1997

FINRA

Current Firm

CSENGE ADVISORY GROUP, LLC

Contact information

SEC notice filing (45 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CSENGE ADVISORY GROUP, LLC

TRUST BUT VERIFY

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