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

John T. Draper

CSENGE ADVISORY GROUP
PEARL RIVER, NY 10965
Some features on this profile are disabled
CRD#: 2821763
JD

Professional summary


John Thomas Draper is a registered financial advisor currently at CSENGE ADVISORY GROUP, LLC located in Pearl River, New York and INTEGRITY ALLIANCE, LLC. located in Pearl River, New York.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. John has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

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.THE HAMILTON GROUP, 3 WING DR, CEDAR KNOLLS, NJ, 11/2005. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL- 1/WK-1/TRADING. 2.DRAPER FINANCIAL GROUP LLC, 36 S MAIN ST, PEARL RIVER, NY, 03/2009. FINANCIAL PROFESSIONAL UTILIZING DBA NAME. INV REL-0/WK-0/TRADING. 3.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. SEE EMPLOYMENT FOR START DATE. 4.DRAPER FINANCIAL GROUP, LLC, 36 S MAIN ST, PEARL RIVER, NY INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES 11/02/20, NIR, 1/WK- 1/TRADING 5.LOCKTON AFFINITY LLC POSITION: Financial Advisor NATURE: Fixed life insurance, annuity, long term care, and disability insurance which can be any carrier that fits the client's needs. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/1996 ADDRESS: 10895 Lowell Ave, Suite 300, Overland Park KS 66210, United States DESCRIPTION: Procure products for clients that can't be found elsewhere.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Thomas Draper'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 15, 2025 - Present

CSENGE ADVISORY GROUP, LLC

Office #1: 36 S. Main Street, Pearl River, NY 10965
RIA
CRD#: 131167
PEARL RIVER, NY
Current

November 3, 2025 - Present

INTEGRITY ALLIANCE, LLC.

Office #1: 36 S Main St, Pearl River, NY 10965
RIA
BD
CRD#: 139627
Pearl River, NY
Past

May 15, 2025 - November 3, 2025

LION STREET FINANCIAL, LLC

BD
CRD#: 165828
Pearl River, NY
Past

November 1, 2019 - May 31, 2025

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Pearl River, NY
Past

October 31, 2019 - May 31, 2025

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Pearl River, NY
Past

July 30, 2012 - November 5, 2019

OSAIC WEALTH, INC.

RIA
CRD#: 23131
WEST ORANGE, NJ
Past

December 19, 2003 - November 5, 2019

OSAIC WEALTH, INC.

BD
CRD#: 23131
WEST ORANGE, NJ
Past

January 31, 1997 - January 7, 2004

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

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
Arizona
(11/3/2025)
RR
California
(11/3/2025)
RR
Colorado
(11/3/2025)
RR
Connecticut
(11/3/2025)
RR
Delaware
(11/3/2025)
RR
Florida
(11/5/2025)
RR
Kentucky
(11/3/2025)
RR
Massachusetts
(11/3/2025)
RR
Nevada
(11/3/2025)
IAR
New Jersey
(5/16/2025)
RR
New Jersey
(11/3/2025)
IAR
New York
(5/15/2025)
RR
New York
(11/3/2025)
RR
Pennsylvania
(11/3/2025)
RR
South Carolina
(11/3/2025)
RR
Tennessee
(11/3/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/28/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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#: 131167Pearl River, NY 10965

TRUST BUT VERIFY

Monitor John Draper

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

Similar Advisors


Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Anita Narendra Srivastava
Anita SrivastavaAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Paramus, NJ
Brian Joseph Marchini
Brian MarchiniAdvisorCheck Check Mark
LPL ENTERPRISE, LLC
IAR
RR
White Plains, NY
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