Eric Caisse is a CFP-designated registered investment advisor, based in Clearwater, FL, with 29 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold.
Location
4755 East Bay Drive, Clearwater, FL, 33764
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric is an owner and Chief Investment Officer at Csenge Advisory Group, dedicating significantly more than full-time hours to this role. He also serves on the board of directors for BEATCC and the CMT Association, and owns Caisse Asset Group for intellectual property and Longboard, LLC as a holding company.
Employment History
Current Registrations
Ridgeback Securities, LTDBroker
Csenge Advisory Group, LLC
Previous Registrations
Integrity Alliance, LLC.Broker
Lion Street Advisors, LLC
Lion Street Financial, LLCBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Fsc Securities Corporation
Corporate Securities Group, INC.Broker
State Registrations1 state
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
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