Brewster Financial Planning LLC

Brewster Financial Planning LLC (CRD# 125291) is a financial advisory firm headquartered in Brooklyn, NY. They manage $175,897,203 in 597 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
641 President Street, Suite 106, Brooklyn, NY 11215
http://www.brewsterfp.com
By the Numbers
  • Total Assets Under Management
    176
    MILLION
  • Total Number of Accounts
    597
    ACCOUNTS
  • Average Account Value
    $294,635
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NY

Financial Advisors at Brewster Financial Planning LLC
Showing 1 - 3 of 3 top financial advisors.
1
Charles Brewster, financial advisor Brooklyn NY
Charles E. Brewster
CRD#: 4643367
641 President Street, Suite 106, Brooklyn, NY 11215

Charles Brewster (CRD# 4643367) is an Investment Advisor Representative working at Brewster Financial Planning LLC in Brooklyn, NY and has 1 year of experience in the finance industry.

2
Edwin Adams, financial advisor Brooklyn NY
Edwin L. Adams
CRD#: 7881214
641 President Street, Suite 106, Brooklyn, NY 11215

Edwin Adams (CRD# 7881214) is an Investment Advisor Representative working at Brewster Financial Planning LLC in Brooklyn, NY and has 1 year of experience in the finance industry.

3
Wen Jie Lin-Ham, financial advisor Brooklyn NY
Wen Jie Lin-Ham
CRD#: 7347884
641 President Street, Suite 106, Brooklyn, NY 11215

Wen Jie Lin-Ham (CRD# 7347884) is an Investment Advisor Representative working at Brewster Financial Planning LLC in Brooklyn, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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