LI
Leonardo Irizarri
CSENGE ADVISORY GROUP
New Port Richey, FL 34652
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CRD#: 5410670
LI
Professional summary
Leonardo Irizarri, who also goes by Leo Irizarri, is a registered financial advisor currently at CSENGE ADVISORY GROUP, LLC located in New Port Richey, Florida.
Leonardo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Leonardo has worked at 6 firms and has passed the Series 65, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Leo Irizarri
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.
2016-Present: Wealth Transfer Consultants, LLC/Insurance related/Tampa, FL/Independent insurance agency/Agency supervisor & insurance agent/Offer insurance products & services via unaffiliated issuers/Involves up to 80% time each month, including during traditional business hours.//
CRS (Client Relationship Summary) - RIA
Click below to view Leonardo Irizarri'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®
NoneExperience
Current
August 25, 2025 - Present
CSENGE ADVISORY GROUP, LLC
Office #1: 4821 U.s. Highway 19 Suite 2, New Port Richey, FL 34652RIA
CRD#: 131167
New Port Richey, FL
Past
August 9, 2017 - April 12, 2019
WEALTH TRANSFER ADVISORS, LLC
RIA
CRD#: 289032
TAMPA, FL
Past
February 29, 2016 - July 6, 2017
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
TAMPA, FL
Past
February 16, 2016 - July 6, 2017
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
TAMPA, FL
Past
August 28, 2015 - December 23, 2015
BROOKSTONE CAPITAL MANAGEMENT LLC
RIA
CRD#: 141413
LUTZ, FL
Past
June 1, 2010 - December 2, 2010
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
FAIRFIELD, IA
Past
February 1, 2010 - June 3, 2010
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
TAMPA, FL
Past
November 1, 2007 - May 5, 2009
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
TAMPA, FL
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.Highlighted states indicate IAR registrations
IAR
Florida(8/25/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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.
Company Information
CSENGE ADVISORY GROUP, LLC
CRD#: 131167New Port Richey, FL 34652TRUST BUT VERIFY
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