Cheskal Deutsch is a registered investment advisor at Csd Financial LLC, based in Brooklyn, NY, with 9 years of industry experience. Cheskal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 105 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CSD Financial includes investment management services in their annual recurring financial roadmap fee. However, this excludes fees charged by third-party investment managers. They also offer an Investly service for clients at the beginning of their investment journey, which includes goal-based planning and investment management. Existing retirement plan clients may be charged an annual fee based on a percentage of assets under management of 0.50%, which is negotiable.
Location
65 South 11th St., Suite 15, Brooklyn, NY, 11249
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cheskal sells insurance products through CSD Financial LLC since 2014, dedicating a few hours per week to this activity. Cheskal is also the Sole Member/CEO of Attentive Care Service Coordination LLC, a Medicaid service coordination business, spending about 10-20% of his time on it.
Employment History
Current Registrations
Csd Financial LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations1 state
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