ND
CFP
ND
CFP

Neal Deutsch

40 Years of Experience
Suffern, NY
BrokerSells Insurance

Neal Deutsch is a CFP-designated registered investment advisor, based in Suffern, NY, with 40 years of industry experience.

Location

4 Executive Blvd., Suite 204, Suffern, NY, 10901

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Neal is an insurance agent with Chestnut Insurance Agency, Inc. since 2004 and the owner of Chestnut Investment Group, Inc. since 1990. He also holds a fiduciary position as a trustee since 2009.

Employment History
Current Registrations
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 10 mos
Cetera Advisors LLC
September 2022 - Present · 3 yrs 10 mos
Cetera Investment Advisers LLC
November 2020 - Present · 5 yrs 8 mos
Previous Registrations
First Allied Securities, INC.
July 2012 - July 2012 · 0 mos
First Allied Advisory Services, INC.
July 2012 - November 2020 · 8 yrs 4 mos
First Allied Securities, INC.
November 2003 - July 2012 · 8 yrs 8 mos
First Allied Securities, INC.Broker
January 1995 - September 2022 · 27 yrs 8 mos
First Allied Securities, INC.Broker
December 1994 - January 1995 · 1 mo
First Affiliated SecuritiesBroker
September 1991 - December 1994 · 3 yrs 3 mos
Dunhill Equities, INC.Broker
April 1990 - October 1991 · 1 yr 6 mos
Hym Financial, INC.Broker
October 1989 - January 1990 · 3 mos
Integrated Resources Equity CorporationBroker
December 1988 - October 1989 · 10 mos
Christopher Weil & Company, INCBroker
October 1988 - November 1988 · 1 mo
David Lerner Associates, INC.Broker
March 1985 - October 1988 · 3 yrs 7 mos
State Registrations16 states
AZCACTDCFLILKYMAMONCNJNYPASCTNVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Neal Deutsch - Financial Advisor | TrueAdvisor