Shlomo Moskowitz

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

Authority	Category	Status	Date
NY	RA	APPROVED	2026-02-26

NY RA
APPROVED

Since 2026-02-26

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Gymenist Llc	Brooklyn	NY	01/2015	Present
Symb Trading Llc	Brooklyn	NY	01/2020	Present
Csd Financial Llc	Brooklyn	NY	01/2026	Present

01/2015 → Present

Gymenist Llc

Brooklyn, NY
01/2020 → Present

Symb Trading Llc

Brooklyn, NY
01/2026 → Present

Csd Financial Llc

Brooklyn, NY

Other Businesses

1.) Gymenist LLC, E Commerce, Partner, Started in 2014 2.) SMYB Trading LLC, E Commerce, Partner, Started in 2020

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-12-16

S65 Uniform Investment Adviser Law Examination

2025-12-16

View on SEC IAPD

Employer firm

Current Employers

Csd Financial Llc

Disclosures

Employment History

Other Businesses

Exams

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