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Christopher Matthew Woodard

Investment adviser representative at Csenge Advisory Group, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.2BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

13 years in the industry.

  1. Csenge Advisory Group, LLCMay 2023 to now
  2. Cassidy and CompanyJun 2013 to now

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2001
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (FL).

Csenge Advisory Group, LLC

$3.2BAssets managed
7,199Clients
70Advisers
14 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4368047
Firm CRD
131167
Advisor's SEC record (opens in a new tab)
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