Stephen Csenge
Stephen Csenge is a CFP-designated registered investment advisor at Provise Management Group, LLC, based in Tampa, FL, with 39 years of industry experience. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,183 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ProVise Management Group's annual investment advisory fee is based on a percentage of the value of your investments, generally ranging from 0.20% to 1.50%. The exact fee is negotiable and depends on factors like the size and complexity of your account. There is a minimum quarterly fee of $750. The fee is calculated and charged quarterly, in advance, based on the value of your investments at the end of the previous quarter.
Location
4350 West Cypress St, Suite 225, Tampa, FL, 33607
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 1991Other 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
Kestra Investment Services, LLCBroker
Previous Registrations
Lion Street Financial, LLCBroker
Csenge Advisory Group, LLC
Fsc Securities CorporationBroker
Csenge Advisory Group, LLC
Fsc Securities Corporation
Fsc Securities CorporationBroker
Morgan Stanley & CO., IncorporatedBroker
Citicorp Investment ServicesBroker
F.N. Wolf & CO., INC.Broker
F.N. Wolf & CO., INC.Broker
Sherwood Capital, INC.Broker
First Jersey Securities, INC.Broker
State Registrations8 states
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.