Ally Ayers (CRD# 7192030) is an Investment Advisor Representative working at Brooklyn Fi, LLC in Brooklyn, NY and has 1 year of experience in the finance industry. Ally Ayers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global Equity Management, Inc. | Brooklyn, NY | Aug 2022 - Current | 1 |
| Global Equity Solutions, LLC | Brooklyn, NY | Sep 2020 - Current | 3 |
| Mason Tax, LLC | Brooklyn, NY | Jan 2020 - Current | 4 |
| In The Money Media, LLC | Brooklyn, NY | Aug 2019 - Current | 4 |
| Brooklyn Fi, LLC | Brooklyn, NY | Jun 2018 - Current | 5 |
| Rise And Fi, LLC | Brooklyn, NY | Jul 2020 - Dec 2022 | 2 |
| Bandcamp | Brooklyn, NY | Apr 2016 - Jun 2018 | 2 |
| Word | Brooklyn, NY | Nov 2015 - Apr 2016 | < 1 |
| Bloomsbury | Brooklyn, NY | Jul 2010 - Nov 2015 | 5 |
- NY
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Total Assets Under Management228MILLIONS
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Total Number of Accounts1,177ACCOUNTS
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Average Account Value$193,304
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IL, MA, MI, MN, NC, NH, NJ, NY, PA, TX, VA
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