Cheskal Deutsch

CSD FINANCIAL LLC

BROOKLYN, NY 11249

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CRD#: 5885770

Professional summary

Cheskal Deutsch, ChFC®, who also goes by Chesky Deutsch, is a registered financial advisor currently at CSD FINANCIAL LLC located in Brooklyn, New York.

Cheskal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Cheskal has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chesky Deutsch

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) CSD Financial LLC Selling Insurance products Start: 12/15/2014 Address: 65 South 11th St., Suite 15, Brooklyn, NY 11249 5 bus hrs per month Investment related >10% annual compensation 2.) Attentive Care Service Coordination LLC; Not Investment Related; Brooklyn, NY; NHTD and TBI Medicaid service coordination; Sole Member/CEO; Start Date 02/2024; Approx. 15 hours/month; 15 hours/month during trading hours; Overseeing the business and its employees

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cheskal Deutsch's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

ChFC^®

Chartered Financial Consultant

Experience

Current

April 20, 2021 - Present

CSD FINANCIAL LLC

Office #1: 65 South 11th St. Suite 15, Brooklyn, NY 11249

RIA

CRD#: 310948

BROOKLYN, NY

Past

December 16, 2016 - December 1, 2020

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

BROOKLYN, NY

Past

March 2, 2016 - December 1, 2020

PARK AVENUE SECURITIES LLC

CRD#: 46173

BROOKLYN, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(4/20/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/14/2016

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/13/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/2/2016

General Securities Representative Examination

Current Firm

CSD FINANCIAL LLC

CSD FINANCIAL LLC | INVESTLY

CRD#: 310948 / SEC#:

New York

Registered Investment Advisory firm - (11/20/2020 Approved)

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Contact information

Main Address

65 South 11th St. Suite 15, Brooklyn, NY 11249

Mailing Address

Phone number

(718) 858-2233

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	386
AUM (Assets Under Management)	$ 18,194,221

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Cheskal Deutsch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cheskal Deutsch's CRS (Customer Relationship Summary).

Certified licenses

Experience

CSD FINANCIAL LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/14/2016

Series 7TO

Date: 3/13/2022

SIE

Date: 10/1/2018

Series 7

Date: 3/2/2016

Current Firm

CSD FINANCIAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CSD FINANCIAL LLC

TRUST BUT VERIFY

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