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2 advisors near New York, NY
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Cheskal D
Series 66
Brooklyn, NY
CSD Financial LLC
Cheskal Deutsch is a financial advisor at CSD Financial LLC with nine years of industry experience. He previously worked at Park Avenue Securities LLC and Guardian Life Insurance Co. Deutsch is also the sole member and CEO of Attentive Care Service Coordination LLC, a Medicaid service coordination business. CSD Financial LLC serves individuals, high-net-worth clients, corporations, and pension/profit-sharing plans by providing comprehensive financial planning, goal-based planning, and investment management. The firm offers customized financial roadmaps, portfolio management, and retirement plan consulting, utilizing both in-house and third-party model portfolios.
Shlomo M
Series 65
Brooklyn, NY
CSD Financial LLC
Shlomo Moskowitz is a financial advisor at CSD Financial LLC with over six years of industry experience. He holds the Series 65 designation and has been involved with SYMB Trading LLC since 2020 and Gymenist LLC since 2015. CSD Financial LLC provides comprehensive financial planning and consulting services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm offers goal-based planning, investment management, and retirement plan consulting, utilizing both in-house and third-party model portfolios while maintaining a planner-led relationship with clients.
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2 advisors near New York, NY
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