CSD FINANCIAL LLC

CSD FINANCIAL LLC of BROOKLYN, NY is an SEC-registered investment adviser (CRD 310948). Regulatory assets under management: $28.8M.

Registration

• CRD: 310948
• Type: Registered investment adviser
• Location: 65 SOUTH 11TH ST., BROOKLYN, NY, 11249
• Phone: 718-858-2233
• Latest filing: 2026-03-26
• Regulatory AUM: $28.8M
• Discretionary AUM: $28.8M
• Clients: 3
• Accounts: 425

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310948 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search