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Current Employers
Csenge Advisory Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-02-23
  • MA RA
    APPROVED
    Since 2021-02-23

Branch Locations

275 Washington Street Suite 110, Newton, MA 02458 • 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
Sapers & Wallack Insurance Agency Inc. Cambridge MA 01/1987 Present
Kestra Financial Services, Inc Austin TX 04/2016 02/2017
Lion Street Financial Newton MA 02/2017 11/2025
Csenge Advisory Group Clearwater FL 02/2021 Present
Lion Street Advisors Newton MA 02/2017 11/2025
Integrity Alliance, Llc. Newton MA 11/2025 01/2026
Integrity Alliance, Llc. Newton MA 11/2025 01/2026
  • 01/1987 → Present
    Sapers & Wallack Insurance Agency Inc.
    Cambridge, MA
  • 04/2016 → 02/2017
    Kestra Financial Services, Inc
    Austin, TX
  • 02/2017 → 11/2025
    Lion Street Financial
    Newton, MA
  • 02/2021 → Present
    Csenge Advisory Group
    Clearwater, FL
  • 02/2017 → 11/2025
    Lion Street Advisors
    Newton, MA
  • 11/2025 → 01/2026
    Newton, MA
  • 11/2025 → 01/2026
    Newton, MA
Previous Registrations
  • 2025-11-03 → 2026-01-23
    Austin, TX
    Newton, MA
  • 2017-02-06 → 2025-11-03
    Lion Street Advisors, Llc
    Newton, MA
  • 2016-05-25 → 2017-02-02
    Newton, MA
  • 2016-04-05 → 2016-09-22
    Kestra Investment Services, Llc
    Newton, MA
Other Businesses

1)SAPERS & WALLACK, INC POSITION: Owner NATURE: Insurance sales, wealth management, retirement plan consulting INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 01/01/1989 ADDRESS: 313 Washington St., Suite 308, Newton MA 02458, United States DESCRIPTION: Owner 2) Business Name: Sharon Goodman Irrevocable Trust Investment Related: No Address: P.O. Box 6497 Kamuela HI 96743 Nature of Business: Other Other/None of the Above purchase of life insurance Position, Title or Relationship: Other,trustee Start Date: 12/26/1990 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Pay premiums, send crummy notices to beneficiaries 3) Business Name: Andrew Goodman irrevocable Trust Investment Related: Yes Address: P.O. Box 6497 Kamuela HI 96743 Nature of Business: Other Other/None of the Above paying premiums Position, Title or Relationship: Other,trustee Start Date: 12/26/1990 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Paying premiums and making distributions 4) LESTER SPEC RE LLC POSITION: Investor NATURE: My wife and I purchased a parcel of land in ME and worked with a developer to build 2 houses and sell them. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 115 Bellevue St., Newton MA 02458, United States DESCRIPTION: Investor only 5) CSENGE ADVISORY GROUP POSITION: Client NATURE: Csenge allows Sapers & Wallack to utilize the Fidelity investment platform for our wealth management clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2022 ADDRESS: Investment Related, 4755 East Bay Drive, Clearwater FL 33764, United States DESCRIPTION: My investment team of 3 people utilizes the Csenge platform to provide the Fidelity investment platform to our clients. They likely average approximately 4-6 hours a day doing administrative account updates and fund transfers for our clients. I do not utilize the platform personally. 6)AEMEDICARE SOLUTIONS POSITION: Referral Partner NATURE: Supplemental Medicare referral business INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/30/2024 ADDRESS: 2950 SW McClure Rd, Topeka KS 66614, United States DESCRIPTION: Referral Partner

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-11-13
  • S63 Uniform Securities Agent State Law Examination
    1984-11-13
Other Names
  • Abby Sapers
  • Abby Esther Sapers

View on SEC IAPD

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