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CSI GROUP ADVISORS, LLC

WALL TOWNSHIP, NJ · CRD 338012 · IAPD ↗ · (732) 224-3990

$0Regulatory AUM
5Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

50
March 2026 — CSI GROUP ADVISORS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
69
February 2026 — CSI GROUP ADVISORS, LLC grew from 1 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
December 2025 — CSI GROUP ADVISORS, LLC (WALL TOWNSHIP, NJ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.