Garrett Tracht
Investment adviser representative at Csenge Advisory Group, LLC
10 yearsExperience
2 statesRegistered in
$3.2BFirm assets
14 yearsFirm in business
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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
10 years in the industry.
- Csenge Advisory Group, LLCMar 2025 to now
- Madison Avenue SecuritiesDec 2023 to now
- Impact Wealth LLCNov 2023 to now
- Edward JonesMay 2023 to Nov 2023
- Tracht Financial SolutionsFeb 2023 to May 2023
- Kestra Advisory Services, LLCJun 2021 to Feb 2023
- Wealthpoint, LLCApr 2021 to May 2023
- Fedex GroundOct 2019 to Jun 2020
- Jackson HewittJan 2019 to Apr 2019
- Mcdonald'sJul 2017 to Jan 2018
- NsllcNov 2016 to Oct 2018
- Nationwide FinancialApr 2016 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (CO, OH).
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
- 6655248
- Firm CRD
- 131167