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RIA / WealthAdvisor11 years in industry

LEONARDO IRIZARRI

Advisor at CSENGE ADVISORY GROUP, LLC

New Port Richey, FL | CLEARWATER, FL

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Search this name across graphsid dfx:ria:2a7a5fc7-5fa3-4f5f-9710-0320d81b055e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 28, 2015 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CSENGE ADVISORY GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 28, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Jul 8, 2025
First registration: Aug 28, 2015
Dual registered: no
Other names: Leo Irizarri
IAPD individual key: 5410670

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CSENGE ADVISORY GROUP, LLC	Independent wealth	Aug 25, 2025	n/a	yes	New Port Richey, FL\|CLEARWATER, FL	Current employment
WEALTH TRANSFER ADVISORS, LLC	n/a	Aug 9, 2017	Apr 12, 2019	no	TAMPA, FL	Previous registration
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Feb 29, 2016	Jul 6, 2017	no	TAMPA, FL	Previous registration
BROOKSTONE CAPITAL MANAGEMENT LLC	Independent wealth	Aug 28, 2015	Dec 23, 2015	no	LUTZ, FL\|WHEATON, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WEALTH TRANSFER ADVISORS, LLC	CSENGE ADVISORY GROUP, LLC	Apr 12, 2019	Aug 25, 2025	2,327	Firm change after gap	Other
PARK AVENUE SECURITIES LLC	WEALTH TRANSFER ADVISORS, LLC	Jul 6, 2017	Aug 9, 2017	34	Firm change	Other
BROOKSTONE CAPITAL MANAGEMENT LLC	PARK AVENUE SECURITIES LLC	Dec 23, 2015	Feb 29, 2016	68	Firm change	Other

Relationships

Registered with (4)

→ CSENGE ADVISORY GROUP, LLCRegistered adviserregistration: current employment
Aug 25, 2025 to presentfactForm ADV
→ WEALTH TRANSFER ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 9, 2017 to Apr 12, 2019factForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Feb 29, 2016 to Jul 6, 2017factForm ADV
→ BROOKSTONE CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Aug 28, 2015 to Dec 23, 2015factForm ADV

Dated events

No dated event names this entity yet.