BH
Blaine P. Hess
CSENGE ADVISORY GROUP
ATLANTA, GA 30339
Some features on this profile are disabled
CRD#: 2724925
BH
Professional summary
Blaine Patrick Hess, CFP®, who also goes by Blaine P Hess, is a registered financial advisor currently at CSENGE ADVISORY GROUP, LLC located in Atlanta, Georgia and INTEGRITY ALLIANCE, LLC. located in Atlanta, Georgia.
Blaine is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Blaine has worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Blaine P Hess
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) HESS SEGAL GROUP, LLC POSITION: Owner NATURE: Full-service wealth management firm with an emphasis on Portfolio Management and insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 140 START DATE: 04/17/2009 ADDRESS: 3330 Cumberland Blvd, Ste 400, Atlanta GA 30339, United States DESCRIPTION: Financial Planning Portfolio Manger 2) CSENGE ADVISORY GROUP POSITION: Employee NATURE: Wealth Management fee-based advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/17/2009 ADDRESS: 4755 East Bay Drive, Clearwater FL 33764, United States DESCRIPTION: Investment advisor representative 3) LINE 13, LLC POSITION: Owner NATURE: Holds office lease INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2010 ADDRESS: 3330 Cumberland Blvd, Ste 400, Atlanta GA 30339, United States DESCRIPTION: No Activity 4) RALLY FOUNDATION INC POSITION: Board Member NATURE: Childhood cancer research INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2005 ADDRESS: 5775 Glenridge Drive, Building B, Suite 370, Atlanta GA 30328, United States DESCRIPTION: Vice Chair of the Board of Directors
CRS (Client Relationship Summary) - RIA
Click below to view Blaine Patrick Hess'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: 2003
Experience
Current
October 21, 2011 - Present
CSENGE ADVISORY GROUP, LLC
Office #1: 3330 Cumberland Blvd Suite 400, Atlanta, GA 30339RIA
CRD#: 131167
ATLANTA, GA
Current
November 3, 2025 - Present
INTEGRITY ALLIANCE, LLC.
Office #1: 3330 Cumberland Blvd Ste 400, Atlanta, GA 30339RIA
BD
CRD#: 139627
Atlanta, GA
Past
July 27, 2018 - November 3, 2025
LION STREET FINANCIAL, LLC
BD
CRD#: 165828
Atlanta, GA
Past
September 30, 2005 - November 18, 2009
THE MEYERS GROUP, INC.
RIA
CRD#: 134903
ATLANTA, GA
Past
October 15, 2004 - May 6, 2016
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
ATLANTA, GA
Past
October 15, 2004 - August 1, 2018
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
Past
November 14, 2002 - October 28, 2004
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
ATLANTA, GA
Past
May 28, 2002 - October 28, 2004
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
January 2, 2002 - June 4, 2002
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
March 22, 1996 - January 2, 2002
THE ROBINSON-HUMPHREY COMPANY, LLC
BD
CRD#: 723
ATLANTA, GA
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
Arizona(11/3/2025)
RR
California(11/3/2025)
RR
Florida(11/4/2025)
IAR
Georgia(10/21/2011)
RR
Georgia(11/3/2025)
RR
Illinois(11/3/2025)
RR
Kentucky(11/3/2025)
RR
Ohio(11/3/2025)
RR
South Carolina(11/3/2025)
Exams
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
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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)
Regulatory assets under management
| Total Number of Accounts | 14,643 |
| AUM (Assets Under Management) | $ 2,882,684,461 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
