Leonardo Irizarri

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 06/2017
  Guardian Life Insurance Co
  Tampa, FL
• 02/2016 → 06/2017
  Park Avenue Securities Llc
  Tampa, FL
• 06/2017 → Present
  Wealth Transfer Advisors, Llc
  Tampa, FL
• 10/2016 → Present
  Wealth Transfer Consultants, Llc
  Tampa, FL
• 07/2025 → Present
  Csenge Advisory Group
  Clearwater, FL

Previous Registrations

• 2017-08-09 → 2019-04-12
  Wealth Transfer Advisors, Llc
  Tampa, FL
• 2016-02-29 → 2017-07-06
  Park Avenue Securities Llc
  Tampa, FL
• 2015-08-28 → 2015-12-23
  Brookstone Capital Management Llc
  Lutz, FL
  Wheaton, IL

Other Businesses

2016-Present: Wealth Transfer Consultants, LLC/Insurance related/Tampa, FL/Independent insurance agency/Agency supervisor & insurance agent/Offer insurance products & services via unaffiliated issuers/Involves up to 80% time each month, including during traditional business hours.//

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-08

Other Names

• Leo Irizarri