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RIA / WealthAdvisorCertified Financial Planner16 years in industry

SEAN WILLIAM MONEYPENNY

Advisor at CSENGE ADVISORY GROUP, LLC

CLEARWATER, FL | Jacksonville, FL

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Search this name across graphsid dfx:ria:b918f09a-7294-cc71-a382-f2cd5b2240e5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 20, 2012 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: Jul 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Oct 7, 2010
First registration: Aug 20, 2012
Dual registered: no
Other names: Sean Moneypenny|SEAN WILLIAM MONEYPENNY
IAPD individual key: 5824473

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	Dec 18, 2020	n/a	yes	CLEARWATER, FL\|Jacksonville, FL	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 9, 2019	Nov 27, 2020	no	NEPTUNE BEACH, FL	Previous registration
ARCUS CAPITAL PARTNERS, LLC	Independent wealth	Mar 8, 2018	Apr 22, 2019	no	Jacksonville, FL	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Aug 20, 2012	Jan 29, 2018	no	JACKSONVILLE, FL	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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CSENGE ADVISORY GROUP, LLC	Nov 27, 2020	Dec 18, 2020	21	Firm change	Wirehouse to RIA
ARCUS CAPITAL PARTNERS, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Apr 22, 2019	Sep 9, 2019	140	Firm change	RIA to wirehouse
STRATEGIC ADVISERS LLC	ARCUS CAPITAL PARTNERS, LLC	Jan 29, 2018	Mar 8, 2018	38	Firm change	Other

Relationships

Registered with (4)

→ CSENGE ADVISORY GROUP, LLCRegistered adviserregistration: current employment
Dec 18, 2020 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 9, 2019 to Nov 27, 2020factForm ADV
→ ARCUS CAPITAL PARTNERS, LLCRegistered adviserregistration: previous registration
Mar 8, 2018 to Apr 22, 2019factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Aug 20, 2012 to Jan 29, 2018factForm ADV

Dated events

No dated event names this entity yet.