CD
Chaim Deutsch
OAK PRIVATE WEALTH LLC
Brooklyn, NY
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CRD#: 7548236
CD
Professional summary
Chaim Deutsch is a registered financial advisor currently at OAK PRIVATE WEALTH LLC located in Brooklyn, New York and KUTZ AND COMPANY INC. located in Great Neck, New York.
Chaim is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Chaim has worked at 2 firms and has passed the SIE exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Chaim Deutsch is currently licensed to sell and advise on life and health insurance in New York and New Jersey and as part of financial planning services may advise clients on insurance needs. He devotes approximately 3 hours of his time during trading hours to this activity. Chaim Deutsch is the owner of Deutsch Tax Advisory. At times, he will refer clients between OPW and Deutsch Tax Advisory when appropriate but will not receive any compensation in exchange for the referral. Clients are never obligated to use the services of either party recommended to them. He devotes 24 hours of his time during trading hours to this activity. Chaim Deutsch is the owner and investment adviser representative of Oak Private Wealth LLC, a New York registered investment adviser. He devotes approximately 5 hours of his time during trading hours to this activity. Chaim Deutsch is an investment adviser representative of Kutz & Company Inc., a New York registered investment adviser. He devotes 140 to 160 hours of his time during trading hours to this activity.
CRS (Client Relationship Summary) - RIA
Click below to view Chaim 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®
NoneExperience
Current
June 6, 2022 - Present
OAK PRIVATE WEALTH LLC
RIA
CRD#: 318537
Brooklyn, NY
Current
November 16, 2022 - Present
KUTZ AND COMPANY INC.
Office #1: 475 Northern Blvd Ste 26, Great Neck, NY 11021RIA
CRD#: 124722
Great Neck, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KUTZ AND COMPANY INC.
KUTZ AND COMPANY INC.
CRD#: 124722 / SEC#: 801-111680
RIA
Registered Investment Advisory firm - (9/13/2017 Approved)Florida
Registered Investment Advisory firm - (11/1/2017 Terminated)New Jersey
Registered Investment Advisory firm - (1/2/2018 Terminated)New York
Registered Investment Advisory firm - (11/1/2017 Terminated)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(6/6/2022)
Current Firm
KA
KUTZ AND COMPANY INC.
KUTZ AND COMPANY INC.
CRD#: 124722 / SEC#: 801-111680
RIA
Registered Investment Advisory firm - (9/13/2017 Approved)Florida
Registered Investment Advisory firm - (11/1/2017 Terminated)New Jersey
Registered Investment Advisory firm - (1/2/2018 Terminated)New York
Registered Investment Advisory firm - (11/1/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
475 Northern Blvd Ste 26, Great Neck, NY 11021
Mailing Address
Phone number
(516) 482-1158
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 131 |
| AUM (Assets Under Management) | $ 102,956,881 |
Red Flags
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