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Chaim Yehuda Finkelstein

THE PARKRIDGE COMPANIES, LLC·PIKESVILLE, Maryland
Clean recordTHE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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. 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.
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Nearby cities in Maryland
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Research
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