Elyott Silverstein
Elyott Silverstein is a CFP-designated registered investment advisor at Csenge Advisory Group, LLC, based in Clearwater, FL, with 7 years of industry experience. Elyott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 7,199 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.35% |
Maximum annual fee is 2.35% for asset management programs, 1.50% for asset allocation services, and up to 2.5% for third-party management programs. Fees are negotiable.
Fee Estimator
Location
4755 East Bay Drive, Clearwater, FL, 33764
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2019Other Business Activities
Elyott is an Executive Manager at Hive Metrics, LLC, a consultancy business offering Psychometric Services, spending a few hours per week on administrative tasks. Elyott also owns and operates Silent Verses, a resale business for collectibles and gaming products, dedicating a few hours per week during evenings and weekends.
Employment History
Current Registrations
Csenge Advisory Group, LLC
Previous Registrations
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLCBroker
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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