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Chaim Yehuda Finkelstein

THE PARKRIDGE COMPANIES, LLC·PIKESVILLE, Maryland
SIE, Series 6, Series 63, Series 65Clean record11 years registeredTHE PARKRIDGE COMPANIES, LLC
7 CHURCH LANE, PIKESVILLE, MD 21208CRD# 6065829Firm CRD# 294458

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Chaim Yehuda Finkelstein · PIKESVILLE, MD
Registration
CRD #6065829 · THE PARKRIDGE COMPANIES, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: THE PARKRIDGE COMPANIES, LLC
THE PARKRIDGE COMPANIES, LLC
May 2018 – Dec 2019
PIKESVILLE, MD
THE PARKRIDGE GROUP
Jan 2018 – May 2018
Pikesville, MD
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC
Oct 2014 – Jan 2018
BALTIMORE, MD
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Series 65
Registration record
First registered · October 24, 2014
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE PARKRIDGE COMPANIES, LLC
CRD 294458 · SEC 801-113083
AUM
$7M
Regulatory assets under management
Employees
1
9 client accounts
Services offered by THE PARKRIDGE COMPANIES, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at THE PARKRIDGE COMPANIES, LLC →
Introduction

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05

Frequently Asked Questions

What services does Chaim Yehuda Finkelstein offer?
Chaim Yehuda Finkelstein specializes in Investment Management, Retirement Planning, Fee-Only Advisory.
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, last registered with THE PARKRIDGE COMPANIES, LLC.
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.
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PIKESVILLE, MD

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