Best Investors Account Sign in
Inactive

Christopher Matthew Woodard

Csenge Advisory Group, LLC

Tampa, FL

Clearwater, FL

CRD 4368047

Claim This Profile
Employer firm

Csenge Advisory Group, LLC CRD 131167

$3.17B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • ASSET ALLOCATION SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Csenge Advisory Group, Llc

4755 East Bay Drive, Clearwater, FL 33764 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-05-26
  • FL RA
    APPROVED
    Since 2023-05-26

Branch Locations

614 West Bay St., Tampa, FL 33606 • United States

4755 East Bay Drive, Clearwater, FL 33764 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cassidy And Company Tampa FL 06/2013 Present
  • 06/2013 → Present
    Cassidy And Company
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-15
S66 Uniform Combined State Law Examination 2001-10-11
  • S65 Uniform Investment Adviser Law Examination
    2023-05-15
  • S66 Uniform Combined State Law Examination
    2001-10-11
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

STRATEGIC WEALTH INVESTMENT GROUP, LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
UNITED CAPITAL FINANCIAL ADVISORS

Nearby Investors

PETER CASEY GAYLE
John Luke Robinson
MICHAEL MOFFA

Nearby Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL
UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL

More in Tampa, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor