Elyott Silverstein is a CFP-designated registered investment advisor at Csenge Advisory Group, LLC, based in Clearwater, FL, with 6 years of industry experience. Elyott 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)
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.