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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

Garrett Tracht

Advisor at CSENGE ADVISORY GROUP, LLC

Canal Winchester, OH | CLEARWATER, FL

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Search this name across graphsid dfx:ria:2f7b3ad1-d93b-86d4-dc1b-34787a25c6f7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Aug 20, 2019 to Sep 14, 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: Apr 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Jul 31, 2018
First registration: Aug 20, 2019
Dual registered: yes, broker-dealer
Other names: Garrett Tracht|Garrett Scott Thomas Tracht
IAPD individual key: 6655248

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	Mar 27, 2025	n/a	yes	CLEARWATER, FL\|Canal Winchester, OH	Current employment
EDWARD JONES	National bd RIA	May 10, 2023	Nov 8, 2023	no	CANAL WINCHESTER, OH\|ST. LOUIS, MO\|PICKERINGTON, OH	Previous registration
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Jul 9, 2021	Feb 28, 2023	no	Canal Winchester, OH\|AUSTIN, TX	Previous registration
NATIONWIDE INVESTMENT ADVISORS, LLC	Bd affiliated wealth	Aug 20, 2019	Apr 27, 2021	no	COLUMBUS, OH	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
EDWARD JONES	CSENGE ADVISORY GROUP, LLC	Nov 8, 2023	Mar 27, 2025	505	Firm change after gap	Ibd to RIA
KESTRA ADVISORY SERVICES, LLC	EDWARD JONES	Feb 28, 2023	May 10, 2023	71	Firm change	Ibd to ibd
NATIONWIDE INVESTMENT ADVISORS, LLC	KESTRA ADVISORY SERVICES, LLC	Apr 27, 2021	Jul 9, 2021	73	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ CSENGE ADVISORY GROUP, LLCRegistered adviserregistration: current employment
Mar 27, 2025 to presentfactForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
May 10, 2023 to Nov 8, 2023factForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Jul 9, 2021 to Feb 28, 2023factForm ADV
→ NATIONWIDE INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 20, 2019 to Apr 27, 2021factForm ADV

Dated events

Occurred
Nov 8, 2023
Advisor changed firm
Garrett Tracht left Edward Jones for Csenge Advisory Group, Llc (registered 2025-03-27)
Form ADVobserved 5 days ago
Occurred
Feb 28, 2023
Advisor changed firm
Garrett Tracht left Kestra Advisory Services, Llc for Edward Jones (registered 2023-05-10)
Form ADVobserved 5 days ago