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475 Northern Blvd Ste 26, Great Neck, NY 11021 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-11-16 |
Branch Locations
475 Northern Blvd Ste 26, Great Neck, NY 11021 • United States
Brooklyn, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-06-06 |
Branch Locations
Brooklyn, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Simkowitzco Llc | Brooklyn | NY | 12/2015 | 06/2020 |
| Deutsch Tax Advisory | Brooklyn | NY | 07/2020 | Present |
| Oak Private Wealth Llc | Brooklyn | NY | 12/2021 | Present |
| Kutz & Company Inc. | Great Neck | NY | 11/2022 | Present |
Chaim Deutsch is currently licensed to sell and advise on life and health insurance in New York and New Jersey and as part of financial planning services may advise clients on insurance needs. He devotes approximately 3 hours of his time during trading hours to this activity. Chaim Deutsch is the owner of Deutsch Tax Advisory. At times, he will refer clients between OPW and Deutsch Tax Advisory when appropriate but will not receive any compensation in exchange for the referral. Clients are never obligated to use the services of either party recommended to them. He devotes 24 hours of his time during trading hours to this activity. Chaim Deutsch is the owner and investment adviser representative of Oak Private Wealth LLC, a New York registered investment adviser. He devotes approximately 5 hours of his time during trading hours to this activity. Chaim Deutsch is an investment adviser representative of Kutz & Company Inc., a New York registered investment adviser. He devotes 140 to 160 hours of his time during trading hours to this activity.
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