TrueAdvisor
TrueAdvisor
SC
CFP
SC
CFP

Stephen Csenge

Provise Management Group, LLC
39 Years of Experience
Tampa, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Stephen Csenge is a CFP-designated registered investment advisor at Provise Management Group, LLC, based in Tampa, FL, with 39 years of industry experience. Stephen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,190 clients with $2B in assets under management.

Provise Management Group, LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,190 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$2.0B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees generally range from 0.20% to 1.50% annually depending on account size, complexity, and other factors. There is a minimum quarterly fee of $750 ($3,000 per year).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4350 West Cypress St, Suite 225, Tampa, FL, 33607

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 1991
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Stephen volunteers as a board member for Lions Eye Institute Foundation and FPA of Tampa Bay, dedicating minimal time to each. He is also an independent advisor with ProVise Management Group, LLC and Kestra Advisory Services, LLC, spending nearly full-time hours on investment advisory services and financial planning.

Employment History
Current Registrations
Provise Management Group, LLC
October 2020 - Present · 6 yrs
Kestra Investment Services, LLCBroker
October 2020 - Present · 6 yrs
Previous Registrations
Lion Street Financial, LLCBroker
August 2018 - April 2020 · 1 yr 8 mos
Csenge Advisory Group, LLC
October 2016 - April 2020 · 3 yrs 6 mos
Fsc Securities CorporationBroker
May 2016 - August 2018 · 2 yrs 3 mos
Csenge Advisory Group, LLC
July 2005 - March 2016 · 10 yrs 8 mos
Fsc Securities Corporation
December 2004 - January 2016 · 11 yrs 1 mo
Fsc Securities CorporationBroker
November 2004 - January 2016 · 11 yrs 2 mos
Morgan Stanley & CO., IncorporatedBroker
April 2000 - November 2002 · 2 yrs 7 mos
Citicorp Investment ServicesBroker
August 1994 - January 2001 · 6 yrs 5 mos
F.N. Wolf & CO., INC.Broker
April 1989 - June 1994 · 5 yrs 2 mos
F.N. Wolf & CO., INC.Broker
May 1988 - January 1989 · 8 mos
Sherwood Capital, INC.Broker
February 1987 - May 1988 · 1 yr 3 mos
First Jersey Securities, INC.Broker
February 1984 - January 1987 · 2 yrs 11 mos
State Registrations8 states
AZDEFLGALANCNYTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Tampa, FL →All financial advisors in Florida →