EC
Eric J. Caisse
CSENGE ADVISORY GROUP
CLEARWATER, FL 33764
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CRD#: 2918662
EC
Professional summary
Eric Jason Caisse, CFP® is a registered financial advisor currently at CSENGE ADVISORY GROUP, LLC located in Clearwater, Florida and INTEGRITY ALLIANCE, LLC. located in Clearwater, Florida.
Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Eric has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 87, Series 7, Series 4 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.
1)CSENGE ADVISTORY GROUP POSITION: Owner NATURE: Investment Adviser Representative INVESTMENT RELATED: Yes NUMBER OF HOURS: 250 SECURITIES TRADING HOURS: 75 START DATE: 01/01/2001 ADDRESS: 4755 East Bay Drive, Clearwater FL 33764, United States DESCRIPTION: Partner/ Chief Investment Officer 2)BEATCC POSITION: Board Member NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 5 START DATE: 12/31/2016 ADDRESS: P.O. Box 850804, Braintree MA 02185, United States DESCRIPTION: General Board of Directrors Member Finance Subcommittee Member 3)CAISSE ASSET GROUP POSITION: Owner NATURE: Trade secrets for the proprietary investment management (Fusion Analysis) process were created and are owned by Eric Caisse. As Eric is now an owner of Csenge Advisory Group, this intellectual property was moved to Caisse Asset Group for legal and trademarking purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/02/2018 ADDRESS: 232 Blanca Avenue, Tampa FL 33606, United States DESCRIPTION: None 4) CMT ASSOCIATION POSITION: Board Member NATURE: Board Member/Director - recently elected to a 3 year term as director at large. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: 115 Broadway, Fl. 10, New York NY 10006, United States DESCRIPTION: Board of Directors - serving in the general interest of the organization. 10) LONGBOARD, LLC POSITION: Owner NATURE: Holding Company INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/16/2023 ADDRESS: 4755 East Bay Drive, Clearwater FL 33764, United States DESCRIPTION: Managing Partner
CRS (Client Relationship Summary) - RIA
Click below to view Eric Jason Caisse'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
February 20, 2001 - Present
CSENGE ADVISORY GROUP, LLC
Office #1: 4755 East Bay Drive, Clearwater, FL 33764RIA
CRD#: 131167
CLEARWATER, FL
Current
November 3, 2025 - Present
INTEGRITY ALLIANCE, LLC.
Office #1: 4755 East Bay Dr, Clearwater, FL 33764RIA
BD
CRD#: 139627
Clearwater, FL
Past
September 13, 2018 - November 3, 2025
LION STREET ADVISORS, LLC
RIA
CRD#: 167610
Clearwater, FL
Past
July 27, 2018 - November 3, 2025
LION STREET FINANCIAL, LLC
BD
CRD#: 165828
Clearwater, FL
Past
June 29, 2016 - July 31, 2018
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
CLEARWATER, FL
Past
June 26, 1998 - May 6, 2016
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
CLEARWATER, FL
Past
June 26, 1998 - July 31, 2018
FSC SECURITIES CORPORATION
BD
CRD#: 7461
CLEARWATER, FL
Past
July 23, 1997 - July 14, 1998
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
ST. LOUIS, MO
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
Connecticut(11/3/2025)
IAR
Florida(2/20/2001)
RR
Florida(11/4/2025)
RR
New York(11/3/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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.
