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Charles T

Series 66

Cordova, TN

Csenge Advisory Group, LLC

Charles Todd is a financial advisor at Csenge Advisory Group, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Cetera, Regions Bank, and Shoemaker Financial. Outside of his advisory role, he coaches tennis at the Memphis Country Club. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm employs a combination of fundamental and technical analysis with a relative strength methodology and offers customized portfolio management through discretionary or model-based approaches.

Founder/Business Owner Retired Approaching retirement
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Noel D

Series 63

Cordova, TN

Csenge Advisory Group, LLC

Noel David is a financial advisor with Csenge Advisory Group, LLC, holding a Series 63 designation and over 25 years of industry experience. His prior work history includes roles at MML Investors Services, Inc. and MassMutual Life Insurance Company. He also serves as president of Connect Advisory Group, LLC, a financial consulting firm. Csenge Advisory Group serves charitable organizations, corporations, and individual clients including high-net-worth families, providing asset management, financial planning, and retirement plan consulting. The firm employs a top-down investment approach combining fundamental and technical analysis with a relative-strength methodology to construct portfolios primarily using mutual funds and ETFs.

Founder/Business Owner Retired Approaching retirement
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