Best Investors Account Sign in
Inactive

Caitlin Fastiggi

Brooklyn Fi, LLC

Perrineville, NJ

Brooklyn, NY

CRD 7515241

Claim This Profile
Employer firm

Brooklyn Fi, LLC CRD 292115

$563M regulatory AUM 76 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Brooklyn Fi, Llc

33 Nassau Ave, Brooklyn, NY 11222 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-04-12
NY RA APPROVED 2022-03-09
  • NJ RA
    APPROVED
    Since 2022-04-12
  • NY RA
    APPROVED
    Since 2022-03-09

Branch Locations

Perrineville, NJ • United States

33 Nassau Ave, Brooklyn, NY 11222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Perrineville NJ 09/2021 02/2022
Hfo Services Corp Red Bank NJ 01/2014 09/2021
Brooklyn Fi, Llc Brooklyn NY 02/2022 Present
  • 09/2021 → 02/2022
    Unemployed
    Perrineville, NJ
  • 01/2014 → 09/2021
    Hfo Services Corp
    Red Bank, NJ
  • 02/2022 → Present
    Brooklyn Fi, Llc
    Brooklyn, NY
Designations
  • Certified Financial Planner

View on SEC IAPD

More in Perrineville, NJ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor