CSD Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$27,084,492
Clients
125
Advisors
1
of 3 employees
About
The firm serves individual clients — including high‑net‑worth households — as well as corporations and pension/profit‑sharing plans. It provides comprehensive and goal‑based financial planning, a beginner‑focused “Investly” planning and investment service, discretionary and non‑discretionary investment management (including recommending and monitoring third‑party model portfolio managers), and ERISA 3(21) retirement plan consulting.
The firm tailors portfolios to client objectives using in‑house and third‑party model portfolios, seeks to match clients with suitable third‑party advisers, and conducts at least annual reviews while maintaining oversight of recommended managers. Its disclosures note that it treats cash and margin as part of assets under management for billing purposes and that it can provide both direct management and recommendations to third‑party advisers, practices that it documents alongside expanded risk disclosures.
Notable differences from many peers include an owner who holds an insurance license but does not actively use it or promote insurance sales, and a detailed set of risk disclosures addressing contemporary topics such as direct indexing, securities‑backed lines of credit (SBLOCs), political risk, and artificial intelligence risks. The firm also documents its role in assisting clients with SBLOC applications (without receiving loan fees) and reports a material level of assets under advisement in addition to discretionary assets under management.
Client services
Expertise
Fee options
Investly Startup Service initial planning fee of $1,200; annual fee of $300 for Third-Party Adviser recommendation and monitoring service
Topic-specific financial consulting services charged at $400 per hour
Minimum fee: Comprehensive Financial Roadmap onboarding fee starts at $2,000; annual recurring fee starts at $6,000 Fee-only: Comprehensive Financial Roadmap fees are fixed and negotiable; annual recurring fee starts at $6,000; Retirement Plan Consulting fees start at $1,875 fixed fee or 0.50% of assets under management (negotiable)
Main office
65 South 11th St., Suite 15
Brooklyn NY 11249
Advisors at this office
1
Most active in
New York
Also doing business as
Csd Financial LLC · Investly
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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