Chaim Finkelstein, financial advisor Pikesville MD
90 score

Chaim Finkelstein

CRD Number: 6065829
Current Firm: The Parkridge Group

Chaim Finkelstein (CRD# 6065829) is an Investment Advisor Representative working at The Parkridge Group in Pikesville, MD and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Life Insurance Company Milwaukee, WI Jan 2018 - Current < 1
The Parkridge Group Pikesville, MD Jan 2018 - Current < 1
Northwestern Mutual Investment Services, LLC Baltimore, MD Mar 2013 - Current 5
Northwestern Mutual Wealth Management Company Milwaukee, WI May 2017 - Jan 2018 < 1
Johns Hopkins University Baltimore, MD Jan 2011 - May 2013 2
Shoresh Inc. Baltimore, MD Jun 2006 - Aug 2011 5
Ner Isreal Rebbinical College Baltimore, MD Aug 2010 - Jan 2011 < 1
Mercaz Hatorah Institute Jerusalem, Aug 2008 - Jun 2010 1
Talmudical Academy Baltimore, MD Sep 1994 - Jun 2008 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
S63 Uniform Securities State Law Examination Jan 2014
Contact Info for Chaim Y. Finkelstein
Phone Number: 412-561-3330
Registered State(s):
  • MD
  • PA
  • OH
Current Firm Details
The Parkridge Group
Firm's CRD Number: 147900
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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