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Shelley L. Nadel
CSENGE ADVISORY GROUP
Houston, TX 77056
Some features on this profile are disabled
CRD#: 5513675
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Professional summary
Shelley Leavitt Nadel, CFP®, who also goes by Shelley Roxanne Leavitt, Shelley Nadel, is a registered financial advisor currently at CSENGE ADVISORY GROUP, LLC located in Houston, Texas and INTEGRITY ALLIANCE, LLC. located in Houston, Texas.
Shelley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Shelley has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Shelley Roxanne Leavitt | Shelley Nadel
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) FINANCIAL SUCCESS STRATEGIES, LLC POSITION: PRES. NATURE: It is an LLC which I use as a marketing name to conduct my insurance and SEC. business. INVEST. RELATED: No # OF HRS: 1 SEC. TRADING HRS: 0 START DATE: 07/15/2016 ADDRESS: 4431 WARM SPRINGS ROAD, HOUSTON TX 77035 DESC.: I am a Registered Representative affiliated with Lion Street Financial, LLC. Financial Success Strategies is a marketing name that I use to promote my business; it is not affiliated with Lion Street Financial, LLC. 2) ONEHOUSTON FINANCIAL POSITION: I am appointed with OneHouston to sell their insurance products. NATURE: I sell insurance products. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2020 ADDRESS: 1623 Meirwoods Drive, Spring TX 77379, United States DESCRIPTION: When appropriate, I sell insurance strategies to clients as a part of their comprehensive financial plan. 3) FOOD AND FINANCE WITH SHELLEY LLC POSITION: Owner NATURE: F&FwS provides financial literacy education to employees of companies of various sizes. It serves two purposes for me as the owner of Financial Success Strategies, LLC. First, it creates a pipeline of prospective clients who hear me speak and decide to engage with me for financial planning. Second, it fulfills my passion for educating women about their money. I started F&F in 2021, and now we are starting to prospect for companies who will pay me to deliver the financial programs on a quarterly basis. There could be more revenue generating opportunities in the future as well. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 08/01/2021 ADDRESS: 2636 South Loop West, Ste. 302, Houston TX 77054, United States DESCRIPTION: I provide the literacy sessions and lead all marketing initiatives. I have a marketing team that helps me generate collateral, including website, videos, email, and social media. 4) CSENGE ADVISORY GROUP POSITION: Financial Advisor NATURE: All of my assets under management and trading activity flow through Csenge. INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 09/01/2022 ADDRESS: 4755 E. Bay Drive, Clearwater FL 33764, United States DESCRIPTION: I am an independent financial advisor under the umbrella of Radian Partners in Memphis. I represent the firm as their Houston Branch. In this role, I provide clients comprehensive financial planning services, including investment services thru Csenge. 5) FINANCIAL SUCCESS STRATEGIES, LLC POSITION: Owner NATURE: FSS is an LLC for I own that I formed in July of 2016. Until July of 2024, I used the LLC as a marketing name to conduct my insurance and SEC business. Going forward, I will remain the owner, but the LLC will only be used for tax purposes, INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/15/2016 ADDRESS: 2636 S LOOP W, Ste. 302, Houston TX 77054, United States DESCRIPTION: I am a financial advisor offering comprehensive financial planning services to my clients.
CRS (Client Relationship Summary) - RIA
Click below to view Shelley Leavitt Nadel'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: 2015
Experience
Current
September 7, 2021 - Present
CSENGE ADVISORY GROUP, LLC
Office #1: One Riverway Suite 1700, Houston, TX 77056RIA
CRD#: 131167
Houston, TX
Current
November 3, 2025 - Present
INTEGRITY ALLIANCE, LLC.
Office #1: 2636 South Loop West Ste 302, Houston, TX 77054RIA
BD
CRD#: 139627
Houston, TX
Current
November 3, 2025 - Present
INTEGRITY ALLIANCE, LLC.
Office #1: 2636 South Loop West Ste 302, Houston, TX 77054RIA
BD
CRD#: 139627
Houston, TX
Past
October 9, 2019 - November 3, 2025
LION STREET ADVISORS, LLC
RIA
CRD#: 167610
HOUSTON, TX
Past
October 7, 2019 - October 7, 2019
LION STREET ADVISORS, LLC
RIA
CRD#: 167610
HOUSTON, TX
Past
October 7, 2019 - November 3, 2025
LION STREET FINANCIAL, LLC
BD
CRD#: 165828
Houston, TX
Past
July 13, 2016 - October 10, 2019
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
BLUFFTON, SC
Past
June 22, 2016 - June 23, 2016
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
BLUFFTON, SC
Past
June 22, 2016 - October 10, 2019
FSC SECURITIES CORPORATION
BD
CRD#: 7461
BLUFFTON, SC
Past
February 4, 2011 - May 27, 2016
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
LAKE JACKSON, TX
Past
January 17, 2011 - May 27, 2016
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
LAKE JACKSON, TX
Past
April 18, 2008 - December 10, 2010
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
HOUSTON, TX
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
California(11/3/2025)
RR
Florida(11/5/2025)
RR
Georgia(11/3/2025)
RR
Indiana(11/3/2025)
RR
New Mexico(11/3/2025)
RR
New York(11/3/2025)
RR
North Carolina(11/3/2025)
RR
Ohio(11/3/2025)
RR
Pennsylvania(11/3/2025)
IAR
Texas(9/7/2021)
RR
Texas(11/3/2025)
Exams
State Security Law Exam
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
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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.
