Brooklyn Fi, LLC

Brooklyn Fi, LLC (CRD# 292115) is a financial advisory firm headquartered in Brooklyn, NY. They manage $227,519,078 in 1,177 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
33 Nassau Ave, Brooklyn, NY 11222
https://twitter.com/brooklyn_fi?lang=en
By the Numbers
  • Total Assets Under Management
    228
    MILLION
  • Total Number of Accounts
    1,177
    ACCOUNTS
  • Average Account Value
    $193,304
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, MA, MI, MN, NC, NH, NJ, NY, PA, TX, VA

Financial Advisors at Brooklyn Fi, LLC
Showing 1 - 6 of 6 top financial advisors.
1
John Owens, financial advisor Brooklyn NY
John T. Owens
CRD#: 7041108
33 Nassau Ave, Brooklyn, NY 11222

John Owens (CRD# 7041108) is an Investment Advisor Representative working at Brooklyn Fi, LLC in Brooklyn, NY and has 1 year of experience in the finance industry.

2
Ally Ayers, financial advisor Brooklyn NY
Ally Ayers
CRD#: 7192030
109 S 5th St, Brooklyn, NY 11249

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.

3
Caitlin Fastiggi, financial advisor Perrineville NJ
Caitlin Fastiggi
CRD#: 7515241
Perrineville, NJ

Caitlin Fastiggi (CRD# 7515241) is an Investment Advisor Representative working at Brooklyn Fi, LLC in Perrineville, NJ and has 1 year of experience in the finance industry.

4
Shane Mason, financial advisor Brooklyn NY
Shane P. Mason
CRD#: 6906036
109 S 5th St, Brooklyn, NY 11249

Shane Mason (CRD# 6906036) is an Investment Advisor Representative working at Brooklyn Fi, LLC in Brooklyn, NY and has 1 year of experience in the finance industry.

5
Melanie Robertson, financial advisor Athens GA
Melanie J. Robertson
CRD#: 7819722
Athens, GA

Melanie Robertson (CRD# 7819722) is an Investment Advisor Representative working at Brooklyn Fi, LLC in Athens, GA and has 1 year of experience in the finance industry.

6
Kurtis Rohlf, financial advisor Brooklyn NY
Kurtis J. Rohlf
CRD#: 6973530
33 Nassau Ave, Brooklyn, NY 11222

Kurtis Rohlf (CRD# 6973530) is an Investment Advisor Representative working at Brooklyn Fi, 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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