Investment adviser representative · Kutz And Company Inc.
Chaim Deutsch
CRD 7548236 · Great Neck, NY
At a glance
Chaim Deutsch is an investment adviser representative with Kutz And Company Inc. in Great Neck, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Chaim’s SEC record dates to 2022, about 4 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Kutz And Company Inc.Since November 2022Great Neck, NY · $115M in regulatory assets
- Oak Private Wealth LLCSince June 2022Brooklyn, NY · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Chaim’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Kutz And Company Inc.
- Andrew B. KutzGreat Neck · Certified Financial Planner
Every advisor at Kutz And Company Inc. →Kutz And Company Inc.: assets, clients and custodians →Financial advisors in Great Neck, NY →Advisor Moves: who changed firms this week →