Sean Moneypenny
Sean Moneypenny is a CFP-designated registered investment advisor at Csenge Advisory Group, LLC, based in Clearwater, FL, with 14 years of industry experience. Sean 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
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2014Other Business Activities
Sean is a member of Love a Bridal Boutique, LLC, a retail bridal store, since 2017. His wife oversees the business, and Sean does not handle day-to-day operations.
Employment History
Current Registrations
Csenge Advisory Group, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Arcus Capital Partners, LLC
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations2 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.