AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
MW

Michael R. Webb

CSENGE ADVISORY GROUP
Chattanooga, TN 37402
Some features on this profile are disabled
CRD#: 2629599
MW

Professional summary


Michael Ray Webb, who also goes by Mike Webb, is a registered financial advisor currently at CSENGE ADVISORY GROUP, LLC located in Chattanooga, Tennessee and INTEGRITY ALLIANCE, LLC. located in Chattanooga, Tennessee.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Michael has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Mike Webb

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.CSENGE ADVISORY GROUP POSITION: member NATURE: Webb Financial Consultants' Registered Investment Advisory firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 05/01/2020 ADDRESS: 4755 East Bay Drive, Clearwater FL 33764, United States DESCRIPTION: Fee based business 2.MEMORIAL HOSPITAL POSITION: Board Member NATURE: Non-compensated board member INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2020 ADDRESS: 2525 deSales Avenue, Chattanooga TN 37404 DESCRIPTION: Board member, chairman of the Board of Directors 3.ROTARY CLUB OF CHATTANOOGA POSITION: member NATURE: Member that attends weekly meetings, a member of the Invocation committee that provides prayers 4-5 times per year for the meeting. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2005 ADDRESS: 100 W. MLK Blvd., Suite 506, Chattanooga TN 37402, United States DESCRIPTION: Attend lunch on Thurdays to network and hear presentations in regards to the Chattanooga/Hamilton County area 4.WEBB FINANCIAL CONSULTANTS - INSURANCE POSITION: Sale of Insurance NATURE: Sales and advise of insurance in the context of financial planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2020 ADDRESS: 200 W. MLK Blvd, Suite 200, Chattanooga TN 37402, United States DESCRIPTION: Selling of life insurance 5.BETTER BUSINESS BUREAU OF SOUTHEAST TENNESSEE AND NORTHWEST GEORGIA POSITION: Board Member NATURE: Non-Profit Board of Directors Member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2005 ADDRESS: 508 N. Market Street, Chattanooga TN 37405, DESCRIPTION: Board member attending board meetings quarterly

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michael Ray Webb's CRS (Customer Relationship Summary).
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®
None

Experience


Current

May 1, 2020 - Present

CSENGE ADVISORY GROUP, LLC

Office #1: 200 West Mlk Blvd. Suite 1006, Chattanooga, TN 37402
RIA
CRD#: 131167
Chattanooga, TN
Current

November 3, 2025 - Present

INTEGRITY ALLIANCE, LLC.

Office #1: 200 West Mlk Blvd Ste 200, Chattanooga, TN 37402
RIA
BD
CRD#: 139627
CHATTANOOGA, TN
Past

April 30, 2020 - November 3, 2025

LION STREET FINANCIAL, LLC

BD
CRD#: 165828
CHATTANOOGA, TN
Past

March 15, 2004 - May 6, 2020

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
CHATTANOOGA, TN
Past

December 15, 1995 - May 6, 2020

FSC SECURITIES CORPORATION

BD
CRD#: 7461
CHATTANOOGA, TN
Past

August 9, 1995 - December 22, 1995

TRUSTCORE INVESTMENTS LLC

BD
CRD#: 15423
BRENTWOOD, TN

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
ACUMEN3 | WEBB FINANCIAL CONSULTANTS | WEALTH TRANSFER CONSULTANTS | WEALTH STRATEGIES | WAYFINDER WEALTH | WAKEFIELD VENTURE GROUP | VERITY FINANCIAL | SAPERS & WALLACK | RADIAN PARTNERS | POLARIS WEALTH MANAGEMENT | POLARIS ADVICE | PENNJERDEL INSURANCE CONSULTANTS, INC. | PARK SQUARE FINANCIAL GROUP, LLC | PARESHAH PARTNERS LLC | PARAGON PARTNERS, LLC | PARAGON PARTNERS | NAVITAS WEALTH ADVISORS | MORRISON WEALTH ADVISORS | MAIN LINE FINANCIAL ADVISORS | JK JONES FINANCIAL | J. ROBERTS CAPITAL, INC. | INVESTMENT PLANNING & MANAGEMENT | IMPACT WEALTH ADVISORS | HOSTETLER FINANCIAL, LLC | HIGHRIDGE ADVISORY | HESS-SEGAL | FINANCIAL SUCCESS STRATEGIES, LLC | FIDELIS FINANCIAL STRATEGIES | ELEY-GRAHAM-AUSTGEN | DRAPER FINANCIAL GROUP | DESTINY FINANCIAL GROUP | DECIMA WEALTH CONSULTING | DALAL CAPITAL | CSENGE ADVISORY GROUP, LLC | CORLEY & KENT, LLC | CONNECT ADVISORY GROUP | COMPASS ADVISORY PARTNERS LLC | COLTER-DENNIS | CINDER WEALTH ADVISORS | CASSIDY & COMPANY | CANNON, CLARK HOLMAN & ASSOCIATES | ATHENIAN PRIVATE CLIENT GROUP

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)

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
Alabama
(11/3/2025)
RR
Florida
(11/4/2025)
RR
Georgia
(11/3/2025)
RR
Kansas
(11/3/2025)
RR
Massachusetts
(11/3/2025)
RR
Minnesota
(11/3/2025)
RR
North Carolina
(11/3/2025)
RR
Pennsylvania
(11/3/2025)
RR
South Carolina
(11/3/2025)
IAR
Tennessee
(5/1/2020)
RR
Tennessee
(11/3/2025)
RR
Virginia
(11/3/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/3/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CA
CSENGE ADVISORY GROUP, LLC
ACUMEN3 | WEBB FINANCIAL CONSULTANTS | WEALTH TRANSFER CONSULTANTS | WEALTH STRATEGIES | WAYFINDER WEALTH | WAKEFIELD VENTURE GROUP | VERITY FINANCIAL | SAPERS & WALLACK | RADIAN PARTNERS | POLARIS WEALTH MANAGEMENT | POLARIS ADVICE | PENNJERDEL INSURANCE CONSULTANTS, INC. | PARK SQUARE FINANCIAL GROUP, LLC | PARESHAH PARTNERS LLC | PARAGON PARTNERS, LLC | PARAGON PARTNERS | NAVITAS WEALTH ADVISORS | MORRISON WEALTH ADVISORS | MAIN LINE FINANCIAL ADVISORS | JK JONES FINANCIAL | J. ROBERTS CAPITAL, INC. | INVESTMENT PLANNING & MANAGEMENT | IMPACT WEALTH ADVISORS | HOSTETLER FINANCIAL, LLC | HIGHRIDGE ADVISORY | HESS-SEGAL | FINANCIAL SUCCESS STRATEGIES, LLC | FIDELIS FINANCIAL STRATEGIES | ELEY-GRAHAM-AUSTGEN | DRAPER FINANCIAL GROUP | DESTINY FINANCIAL GROUP | DECIMA WEALTH CONSULTING | DALAL CAPITAL | CSENGE ADVISORY GROUP, LLC | CORLEY & KENT, LLC | CONNECT ADVISORY GROUP | COMPASS ADVISORY PARTNERS LLC | COLTER-DENNIS | CINDER WEALTH ADVISORS | CASSIDY & COMPANY | CANNON, CLARK HOLMAN & ASSOCIATES | ATHENIAN PRIVATE CLIENT GROUP

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)
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
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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CAG WRAP FEE PROGRAM (3/25/2025)

Regulatory assets under management


Total Number of Accounts14,643
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.

Company Information


CSENGE ADVISORY GROUP, LLC

CRD#: 131167Chattanooga, TN 37402

TRUST BUT VERIFY

Monitor Michael Webb

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Richard Lee Cox SR
Richard CoxAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
CHATTANOOGA, TN
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics