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Troy Alonzo Young

Troy A. Young

CSENGE ADVISORY GROUP
ATLANTA, GA 30339
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CRD#: 3126677
Troy Alonzo Young

Professional summary


Troy Alonzo Young, CFP® is a registered financial advisor currently at CSENGE ADVISORY GROUP, LLC located in Atlanta, Georgia and INTEGRITY ALLIANCE, LLC. located in Atlanta, Georgia.

Troy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Troy has worked at 9 firms and has passed the Series 63, Series 65, SIE and Series 7 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) I SELL TRADITIONAL INSURANCE PRODUCTS. 2) CSENGE IA POSITION: Investment Advisor/ Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 05/01/2017 ADDRESS: 4755 East Bay Drive, Clearwater FL 33764, United States DESCRIPTION: Provide Financial Planning and Investment Advisory Services to businesses and individuals 3) COMMITMENT TO EXCELLENCE POSITION: Board Member NATURE: We identify, obtain, and direct resources to assist in improving the lives of individuals within the local communities of metro Atlanta Georgia INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2022 ADDRESS: PO Box 88097, Atlanta GA 30356, United States DESCRIPTION: Raise funds, advise on vision; support programs and programming 4) DESTINY FINANCIAL GROUP POSITION: Owner NATURE: DBA Insurance sales Pass through entity INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/28/2005 ADDRESS: 3330 Cumberland Blvd, Suite 400, Atlanta GA 30339, United States DESCRIPTION: Destiny Financial Group is a DBA for my financial services practice. 5) SANCTUARY AT ONE RIVER PLACE HOME OWNERS ASSOCIATION POSITION: Board Member NATURE: Home Owner's Association Serve as secretary of the association: HOA- carries out the rules and guidelines INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 08/31/2013 ADDRESS: 101 River Vista Drive, Atlanta GA 30339, United States DESCRIPTION: HOA member - Secretary 6) GIRLS INC OF GREATER ATLANTA POSITION: Finance Committee Member NATURE: Corporation-Non Profit Serve approximately 500 girls ages 5-18 through in school, after school and summer programs. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2015 ADDRESS: 461 Manget Street, Marietta GA 30060, United States DESCRIPTION: Review budget and expenses of the organization as a member of the finance committee 7) EAGLES NEST CHRUCH POSITION: Board Member NATURE: Church- To see the world impacted for Jesus Christ through the influence of those in the local church and the work place INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 04/30/2011 ADDRESS: 2400 Old Milton Pkwy, Unit 1048, Alpharetta GA 30005, United States DESCRIPTION: attend and participate in board meetings. attend, participate and represent the church in various business meetings for funding and construction of new/pending facility review and provide guidance on use of church assets. 8) CSENGE IA POSITION: Consultant NATURE: Registered Investment Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 30 START DATE: 01/01/2009 ADDRESS: 4755 East Bay Drive, Clearwater FL 33764, United States DESCRIPTION: Provide investment advice to clients Solicit client relationships 9) BOOK - THE JOURNEY; TROY YOUNG POSITION: Author NATURE: Author of a Book The Journey: An African American Woman's Road Map to Independence INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 6 START DATE: 10/01/2022 ADDRESS: 200 Riversedge Drive, Unit 231, Atlanta GA 30339, United States DESCRIPTION: Promote and increase distribution Manage and approve social media

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Troy Alonzo Young'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®
CFP®

Start date: 2001

Experience


Current

October 21, 2011 - Present

CSENGE ADVISORY GROUP, LLC

Office #1: 3330 Cumberland Blvd Suite 400, Atlanta, GA 30339
RIA
CRD#: 131167
ATLANTA, GA
Current

November 3, 2025 - Present

INTEGRITY ALLIANCE, LLC.

Office #1: 3330 Cumberland Blvd Ste 400, Atlanta, GA 30339
RIA
BD
CRD#: 139627
Atlanta, GA
Current

November 3, 2025 - Present

INTEGRITY ALLIANCE, LLC.

Office #1: 3330 Cumberland Blvd Ste 400, Atlanta, GA 30339
RIA
BD
CRD#: 139627
Atlanta, GA
Past

August 7, 2018 - November 3, 2025

LION STREET ADVISORS, LLC

RIA
CRD#: 167610
Atlanta, GA
Past

July 27, 2018 - November 3, 2025

LION STREET FINANCIAL, LLC

BD
CRD#: 165828
Atlanta, GA
Past

October 23, 2007 - April 1, 2009

STRATEGIC WEALTH ADVISORS GROUP

RIA
CRD#: 140977
ATLANTA, GA
Past

March 11, 2005 - December 7, 2007

FINANCIAL PLANNING ADVISORY SERVICES, INC.

RIA
CRD#: 126421
ATLANTA, GA
Past

November 23, 2004 - July 31, 2018

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
ATLANTA, GA
Past

November 23, 2004 - July 31, 2018

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

April 22, 2003 - December 6, 2004

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
ATLANTA, GA
Past

December 7, 1998 - December 6, 2004

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

February 1, 1995 - February 1, 1995

REDSTONE ADVISORS INC

RIA
CRD#: 107699
WICHITA, KS

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
District of Columbia
(11/3/2025)
RR
Florida
(11/4/2025)
IAR
Georgia
(10/21/2011)
RR
Georgia
(11/3/2025)
RR
Louisiana
(11/3/2025)
RR
Maryland
(11/3/2025)
RR
Michigan
(11/3/2025)
RR
New York
(11/3/2025)
RR
North Carolina
(11/3/2025)
RR
Ohio
(11/3/2025)
RR
South Carolina
(11/3/2025)
RR
Tennessee
(11/3/2025)
RR
Texas
(11/3/2025)
RR
Virginia
(11/3/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 12/18/1998
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/10/1998
Uniform Investment Adviser Law Examination
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)
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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)


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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#: 131167Atlanta, GA 30339

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