Chaim Deutsch

Employer firm

Kutz And Company Inc. CRD 124722

$115M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 06/2020
  Simkowitzco Llc
  Brooklyn, NY
• 07/2020 → Present
  Deutsch Tax Advisory
  Brooklyn, NY
• 12/2021 → Present
  Oak Private Wealth Llc
  Brooklyn, NY
• 11/2022 → Present
  Kutz & Company Inc.
  Great Neck, NY

Other Businesses

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.

Designations

• Certified Financial Planner