Newton, MA Office

Team
Updated today

Client AUM

$3,105,620,141

Clients

7,147

Advisors

3

Of 71 advisors across 40 offices

Location

275 Washington Street, Suite 110

Newton MA 02458

Advisors at this office

3

Advisors at this office

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Andrew M

CFP®, ChFC®, Series 66, Series 63

Newton, MA

Csenge Advisory Group, LLC

Andrew Macdougall is a financial advisor with Csenge Advisory Group, LLC, holding CFP® and ChFC® designations and over 11 years of industry experience. He has worked at firms including Integrity Alliance, LLC, Lion Street Financial, Sapers & Wallack, Keenan Financial, Park Avenue Securities, and Guardian Life Insurance. He is also licensed as an insurance agent. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm’s investment process combines fundamental and technical analysis with a relative strength methodology and a four-step top-down approach, offering customized portfolio management through discretionary and model-based strategies.

Founder/Business Owner Retired Approaching retirement
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Aviva S

Series 63

Newton, MA

Csenge Advisory Group, LLC

Aviva Sapers is a financial advisor at Csenge Advisory Group, LLC with 41 years of industry experience. She holds a Series 63 designation and has worked with firms including Integrity Alliance, LLC, Lion Street Financial, and Kestra Financial Services. She is also the owner of Sapers & Wallack Insurance Agency Inc., an insurance sales and wealth management business operating since 1987. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm’s investment approach integrates fundamental and technical analysis with a relative strength methodology, offering customized portfolio management through discretionary and model-based allocations.

Founder/Business Owner Retired Approaching retirement
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Joseph C

Series 66

Newton, MA

Csenge Advisory Group, LLC

Joseph Campedelli is a financial advisor at Csenge Advisory Group, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Lion Street Financial, LLC and Sapers & Wallack. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients including high-net-worth families. The firm offers asset management, financial planning, and corporate retirement plan consulting, using a top-down investment process that combines fundamental and technical analysis to manage portfolios primarily with mutual funds and ETFs.

Founder/Business Owner Retired Approaching retirement
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