Sean William Moneypenny
Investment adviser representative at Csenge Advisory Group, LLC
16 yearsExperience
2 statesRegistered 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
16 years in the industry.
- Csenge Advisory Group, LLCDec 2020 to now
- Bank of America, N.A.Aug 2019 to Nov 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2019 to Nov 2020
- UnemployedMay 2019 to Jul 2019
- Arcus Capital Partners, LLCJan 2018 to Apr 2019
- Fidelity Brokerage Service LLCJul 2010 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (FL, IA).
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
- 5824473
- Firm CRD
- 131167