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Csd Financial LLC CRD 310948
$28.8M regulatory AUM 10 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
65 South 11Th St. Suite 15, Brooklyn, NY 11249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-20 |
Branch Locations
65 South 11Th St. Suite 15, Brooklyn, NY 11249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities Llc | Brooklyn | NY | 02/2016 | 12/2020 |
| Guardian Life Insurance Co | Brooklyn | NY | 04/2010 | 12/2020 |
| Csd Financial Llc | Brooklyn | NY | 12/2014 | Present |
1.) CSD Financial LLC Selling Insurance products Start: 12/15/2014 Address: 65 South 11th St., Suite 15, Brooklyn, NY 11249 5 bus hrs per month Investment related >10% annual compensation 2.) Attentive Care Service Coordination LLC; Not Investment Related; Brooklyn, NY; NHTD and TBI Medicaid service coordination; Sole Member/CEO; Start Date 02/2024; Approx. 15 hours/month; 15 hours/month during trading hours; Overseeing the business and its employees
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-14 |
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