Tom Homestead, financial advisor Clearwater FL

Tom Homestead

CRD Number: 5316562
Current Firm: Csenge Advisory Group, LLC

Tom Homestead (CRD# 5316562) is an Investment Advisor Representative working at Csenge Advisory Group, LLC in Clearwater, FL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Lion Street Financial Hicksville, NY Feb 2021 - Current 3
Csenge Advisory Group Clearwater, FL Feb 2021 - Current 3
Guardian Life Insurance Co Of America Melville, NY Jul 2010 - Current 13
Kestra Financial, Inc. Hicksville, NY Jul 2018 - Feb 2021 2
Park Avenue Securities LLC Melville, NY Jul 2018 - Jul 2018 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Tom P. Homestead
Phone Number: 727-437-6000
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    2,265
    MILLIONS
  • Total Number of Accounts
    13,504
    ACCOUNTS
  • Average Account Value
    $167,732
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

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