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Kyle Harrison

CSENGE ADVISORY GROUP
McKinney, TX
·CRD# 7553310·4 years experience

Professional Summary

Kyle Harrison is a registered financial advisor currently at CSENGE ADVISORY GROUP, LLC located in Mckinney, Texas and INTEGRITY ALLIANCE, LLC. located in Memphis, Tennessee. Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Kyle has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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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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Years of Experience

4 years in the financial services industry

Current & Past Employments

CSENGE ADVISORY GROUP, LLC·CRD# 131167
RIA
Mckinney, TX
October 20, 2022 - Present
INTEGRITY ALLIANCE, LLC.·CRD# 139627
RIA
BD
6055 Primacy Pkwy Ste 160, Memphis, TN 38119
November 3, 2025 - Present
LION STREET FINANCIAL, LLC·CRD# 165828
BD
Memphis, TN
September 27, 2022 - November 3, 2025
TRANSAMERICA FINANCIAL ADVISORS, LLC·CRD# 16164
RIA
Sherwood, AR
June 21, 2022 - September 16, 2022
TRANSAMERICA FINANCIAL ADVISORS, LLC·CRD# 16164
BD
Sherwood, AR
May 17, 2022 - September 16, 2022

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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.

1 )BURPTREE LLC POSITION: Owner NATURE: BurpTree LLC is a small handcrafted woodworking company owned equally by my brother & I. We sell cutting boards & coasters retail and wholesale on spare time basis. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 10/03/2021 ADDRESS: 2005 Audley Bolton Dr., Searcy AR 72143, United States DESCRIPTION: I file the appropriate sales & use tax each month, act as a consultant, and advise on marketing while my brother handles sales and production. My role is very minimal and only requires 2 hours or so per month now. 2) XS24 ONLINE PRINTING POSITION: Owner NATURE: Custom Signs & Apparel Printing on demand for schools, organizations & clubs. These are sold online & shipped direct to them. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2024 ADDRESS: 12820 S Memorial, Dr. #105, Bixby OK 74008, United States DESCRIPTION: Business Development / Marketing 3) CSENGE ADVISORY GROUP POSITION: Employee NATURE: I am affiliated with CAG as an investment adviser representative and offer fiduciary investment and financial planning advice for a fee. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 10/20/2022 ADDRESS: 4755 E Bay Dr., Clearwater FL 33764, United States DESCRIPTION: I am affiliated with CAG as an investment adviser representative and offer fiduciary investment & financial planning advice for a fee. 4) NOT TOO FAR POSITION: Employee NATURE: Not2Far is in the telecommunications space, specializing in bringing high-speed internet to the world's most isolated communities. They partner with large organizations to impact under-served people groups. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 20 START DATE: 09/01/2024 ADDRESS: 300 E Davis St., #104, McKinney TX 75069, United States DESCRIPTION: I will serve as a fractional analyst for the company helping with the business development, financial modeling, standardization of internal processes& operations, and be general support to the founders. 5) RADIAN PARTNERS POSITION: Employee NATURE: Radian was founded by Larry Tolbert as a collective of partners to provide a team approach for clients. Radian supports its advisory partners with admin, professional development, branding, marketing and coaching. The firm provides services to clients alongside its partners Lion Street Financial, Lion Street Advisors, and Csenge Advisory Group. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 11/20/2024 ADDRESS: 6055 Primacy Parkway, Suite 160, Memphis TN 38119, United States DESCRIPTION: I'm a full-time employee of Radian as a support advisor. I facilitate the preparation of financial planning, client reports, client onboarding, technology integration, new business development, and client service requests.

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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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Indiana
(11/3/2025)
RR
Tennessee
(11/3/2025)
IAR
Texas
(10/20/2022)

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.Note:This rule does not apply to broker-dealer activity.

Exams

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

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2022About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2022About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Oct 2022About the Series 7TO exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed May 2022About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Mar 2022About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Kyle Harrison's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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