Shlomo Moskowitz is a registered investment advisor at Csd Financial LLC, based in Brooklyn, NY. Shlomo 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
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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 (1)
Judgment / Lien
November 2025Employment History
Current Registrations
Csd Financial LLC
State Registrations1 state
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