AdvisorOS Directory
Claim Profile
CF

Chaim Yehuda Finkelstein

THE PARKRIDGE COMPANIES, LLC·PIKESVILLE, Maryland
Unclaimed Profile
7 CHURCH LANE, PIKESVILLE, MD 21208CRD# 6065829Firm CRD# 294458
01

About

Chaim Yehuda Finkelstein is a registered financial advisor based in PIKESVILLE, Maryland, affiliated with THE PARKRIDGE COMPANIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
THE PARKRIDGE COMPANIES, LLC
PARKRIDGE|JCAM
AUM
$7M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at THE PARKRIDGE COMPANIES, LLC →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6065829
Firm CRD# 294458
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PIKESVILLE?

Browse all registered financial advisors in PIKESVILLE, Maryland or claim this profile if it's yours.

Browse PIKESVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Chaim Yehuda Finkelstein offer?
Chaim Yehuda Finkelstein specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in PIKESVILLE, Maryland for a consultation.
What are Chaim Yehuda Finkelstein's credentials?
Chaim Yehuda Finkelstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chaim Yehuda Finkelstein located?
Chaim Yehuda Finkelstein is based in PIKESVILLE, Maryland, working with THE PARKRIDGE COMPANIES, LLC. Their office serves clients in the PIKESVILLE metropolitan area and surrounding communities.
How does Chaim Yehuda Finkelstein charge for services?
Chaim Yehuda Finkelstein's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE PARKRIDGE COMPANIES, LLC?
THE PARKRIDGE COMPANIES, LLC has approximately 1 employees and manages $7M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in PIKESVILLE
Jill Reynolds Seidman — EXPECT EQUITY LLCDavid Irving Reidy — JOY CAPITAL LLCHallie Dinkelspiel Label — EXPECT EQUITY LLCAliza Rochel Raskas — THE PARKRIDGE COMPANIES, LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile