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Elyott Benjamin Silverstein

CFP®
CSENGE ADVISORY GROUP
CLEARWATER, FL
·CRD# 6302739·12 years experience

Professional Summary

Elyott Benjamin Silverstein, CFP®, who also goes by Ely Benjamin Silverstein, Elyezer Binyomen Silverstein, is a registered financial advisor currently at CSENGE ADVISORY GROUP, LLC located in Clearwater, Florida. Elyott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Elyott has worked at 2 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ely Benjamin Silverstein, Elyezer Binyomen Silverstein

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®
Certified Financial Planner

Years of Experience

12 years in the financial services industry

Current & Past Employments

CSENGE ADVISORY GROUP, LLC·CRD# 131167
RIA
4755 East Bay Drive, Clearwater, FL 33764
January 11, 2024 - Present
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Tampa, FL
June 27, 2016 - January 30, 2019
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Durham, NC
March 25, 2014 - April 7, 2016

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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 | GOLDLAKE CAPITAL PARTNERS | 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 - SEC (10/13/2011 Approved)
Florida
Registered Investment Advisory firm - Florida (11/8/2011 Terminated)
Texas
Registered Investment Advisory firm - Texas (11/15/2007 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

4755 East Bay Drive, Clearwater, FL 33764

Phone Number

(727) 437-6000

# of Employees

74

SEC notice filing (45 States and Territories)

Registered to provide investment advisory services in 45 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CAG ADV PART 2 (3/25/2026)

Regulatory Assets Under Management

Total Number of Accounts

14,361

AUM (Assets Under Management)

$3,169,721,491

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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.

Hive Metrics, LLC - Executive Manager (no ownership) (FL) - Started 11/2022 - The business offers Psychometric Services as a consultancy business. I manage the business administrative needs for 5-7 hours a month, unrelated to securities/investment business and not usually during securities trading hours. - Address is 2460 Fayette Dr. W Safety Harbor, FL 34695 Silent Verses (DBA) - Sole Proprietor (owner operator) (FL) - Started 12/2022 - Resale business unrelated to the securities industry. I run and manage the business, which entails listing and managing an inventory of collectibles and other gaming products that I sell through online retailers and resale websites. I devote about 5-10 hours a month to this activity weekends and evenings. Unrelated to securities/investment business and not usually during securities trading hours. - Address is 2460 Fayette Dr. W Safety Harbor, FL 34695

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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 | GOLDLAKE CAPITAL PARTNERS | 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 - SEC (10/13/2011 Approved)
Florida
Registered Investment Advisory firm - Florida (11/8/2011 Terminated)
Texas
Registered Investment Advisory firm - Texas (11/15/2007 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Florida
(1/11/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Feb 2015About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2014About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2014About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Elyott Benjamin Silverstein's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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