Noel David
Noel David is a registered investment advisor at Csenge Advisory Group, LLC, based in Clearwater, FL, with 25 years of industry experience. Noel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,312 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Csenge Advisory Group offers asset management programs where advisor representatives directly manage client portfolios. The maximum annual fee for this service is 2.35%. This fee covers advisory services and most brokerage commissions. Clients may also pay other charges such as custodial fees and internal fees charged by mutual funds or exchange-traded funds.
Location
4755 East Bay Drive, Clearwater, FL, 33764
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Regulatory History (1)
Customer Dispute
March 2003Other Business ActivitiesSells Insurance
Noel is an insurance agent since 2000, dedicating about 10-20% of his time to insurance sales. He is also the President of Connect Advisory Group, LLC, a financial consulting firm, spending about a quarter of his time in this role.
Employment History
Current Registrations
Csenge Advisory Group, LLC
Previous Registrations
Vaikus Advisory Group, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Waddell & Reed, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.