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John Louis Csenge JR

John L. Csenge

CSENGE ADVISORY GROUP
Clearwater, FL 33764
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CRD#: 703680
John Louis Csenge JR

Professional summary


John Louis Csenge JR, AIF®, CFP® is a registered financial advisor currently at CSENGE ADVISORY GROUP, LLC located in Clearwater, Florida and INTEGRITY ALLIANCE, LLC. located in Clearwater, Florida.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1980. John has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 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) CSENGE ADVISORY GROUP POSITION: Owner NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 05/05/2000 ADDRESS: 4755 E Bay Drive, Clearwater FL 33764, United States DESCRIPTION: Investment advisor 2) DIOCESE OF ST PETERSBURG POSITION: Board Member NATURE: trustee INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/14/2009 ADDRESS: 6363 9th Ave N., St. Petersburg FL 33110, United States DESCRIPTION: REVIEW AND ASSESS THE PROVISIONS OF TTHE PENSION PLAN FOR THE EMPLOYEES OF THE ENTITIES OF THE DIOCESE OF ST PETERSBURG. TOGETHER WITH THE OTHER BOARD MEMBERS, SEE TO IT THAT THE PROVISIONS OF THE INVESTMENT POLICY STATEMENT ARE CARRIED OUT AS WELL AS PERIODICALLY REVIEW THE PERFORMANCE OF THE INVESTMENTS HELD IN THE PENSION PLAN. 3) LITCHFIELD & COMPANY, LLC POSITION: Owner NATURE: Limited Liability Company INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 05/05/2000 ADDRESS: 4755 East Bay Dr, Clearwater FL 33764, United States DESCRIPTION: Owner Real estate 4) JLC2-NSB POSITION: Owner NATURE: Real-estate Holding Company INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2022 ADDRESS: 445 New York Ave, Deland FL 32724, United States DESCRIPTION: Owner of an office building 5) LONGBOARD, LLC POSITION: Owner NATURE: Investments, Real-estate holdings. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/16/2023 ADDRESS: 4755 Easr Bay Dr, Clearwater FL 33764, United States DESCRIPTION: managing partner

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Louis Csenge JR'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®
AIF®
CFP®

Start date: 1993

Experience


Current

November 1, 2000 - Present

CSENGE ADVISORY GROUP, LLC

Office #1: 4755 East Bay Drive, Clearwater, FL 33764Office #2: 4755 East Bay Drive, Clearwater, FL 33764
RIA
CRD#: 131167
Clearwater, FL
Current

November 6, 2025 - Present

INTEGRITY ALLIANCE, LLC.

Office #1: 4755 East Bay Dr, Clearwater, FL 33764
RIA
BD
CRD#: 139627
Clearwater, FL
Current

November 3, 2025 - Present

INTEGRITY ALLIANCE, LLC.

Office #1: 4755 East Bay Dr, Clearwater, FL 33764
RIA
BD
CRD#: 139627
Clearwater, FL
Past

October 3, 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

July 30, 1998 - August 2, 2018

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
CLEARWATER, FL
Past

July 13, 1998 - July 31, 2018

FSC SECURITIES CORPORATION

BD
CRD#: 7461
CLEARWATER, FL
Past

March 17, 1997 - July 20, 1998

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO
Past

July 12, 1994 - March 25, 1997

DMG SECURITIES, INC.

BD
CRD#: 15480
GREAT FALLS, VA
Past

May 17, 1988 - July 21, 1994

F.N. WOLF & CO., INC.

BD
CRD#: 13051
Past

February 2, 1987 - May 19, 1988

SHERWOOD CAPITAL, INC.

BD
CRD#: 10474
Past

January 19, 1980 - January 31, 1987

FIRST JERSEY SECURITIES, INC.

BD
CRD#: 6621

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
Arizona
(11/3/2025)
RR
California
(11/3/2025)
RR
Colorado
(11/3/2025)
RR
Connecticut
(11/3/2025)
RR
Delaware
(11/3/2025)
IAR
Florida
(11/1/2000)
RR
Florida
(11/6/2025)
RR
Georgia
(11/3/2025)
RR
Indiana
(11/3/2025)
RR
Kansas
(11/3/2025)
RR
Louisiana
(11/3/2025)
RR
Maryland
(11/3/2025)
RR
Massachusetts
(11/3/2025)
RR
Michigan
(11/14/2025)
RR
Mississippi
(11/3/2025)
RR
Missouri
(11/3/2025)
RR
New Hampshire
(11/3/2025)
RR
New Jersey
(11/3/2025)
RR
New York
(11/3/2025)
RR
North Carolina
(11/3/2025)
RR
Ohio
(11/3/2025)
RR
Oregon
(11/3/2025)
RR
Pennsylvania
(11/3/2025)
RR
South Carolina
(11/3/2025)
RR
Tennessee
(11/3/2025)
RR
Texas
(11/3/2025)
RR
Vermont
(11/3/2025)
RR
Virginia
(11/3/2025)
RR
Washington
(11/3/2025)
RR
Wisconsin
(11/3/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/26/1996
Uniform Investment Adviser Law Examination
State Security Law 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)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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#: 131167Clearwater, FL 33764

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