Charles Hunter Todd
Investment adviser representative at Csenge Advisory Group, LLC
11 yearsExperience
1 stateRegistered in
$3.2BFirm assets
14 yearsFirm in business
Are you Charles Hunter Todd? Claim your profile
Contact this firm
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
11 years in the industry.
- Csenge Advisory Group, LLCJul 2025 to now
- Connect Advisory Group, LLCJul 2025 to now
- Cetera Investment Advisers LLCJan 2023 to Jun 2025
- Cetera Investment Services LLCJan 2023 to Jun 2025
- Regions BankJan 2023 to Jun 2025
- Minnesota Life Insurance CoApr 2022 to Nov 2022
- Securian Financial Services IncApr 2022 to Nov 2022
- Shoemaker FinancialApr 2022 to Nov 2022
- Ubee's MemphisAug 2018 to Aug 2020
- Frank Grisanti'sJan 2017 to Aug 2019
- Match Point Tennis AccademyJan 2015 to Nov 2022
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 7527229
- Firm CRD
- 131167