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CSD FINANCIAL LLC
CRD 310948
65 SOUTH 11TH ST., SUITE 15, BROOKLYN, NY, 11249, United States
Phone
718-858-2233
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$28.8M
Discretionary AUM
$28.8M
Team
3 total employees; 2 advisory reps; 10 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 117 | $17.8M |
| High net worth individuals | 8 | $9.3M |
| Pension/profit sharing plans | 1 | $192K |
| Charitable organizations | 1 | $1.5M |
All web addresses on file
Official SEC filing: View on IAPD