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Cheskal Deutsch

Csd Financial LLC

Brooklyn, NY

CRD 5885770

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Employer firm

Csd Financial LLC CRD 310948

$28.8M regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Csd Financial Llc

65 South 11Th St. Suite 15, Brooklyn, NY 11249 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-20
  • NY RA
    APPROVED
    Since 2021-04-20

Branch Locations

65 South 11Th St. Suite 15, Brooklyn, NY 11249 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-14
  • S66 Uniform Combined State Law Examination
    2016-03-14
Other Names
  • Chesky Deutsch

View on SEC IAPD

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