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Edwin Laurence Adams

Brewster Financial Planning LLC

Brooklyn, NY

CRD 7881214

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Employer firm

Brewster Financial Planning LLC CRD 125291

$240M regulatory AUM 1 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Brewster Financial Planning Llc

641 President Street Suite 106, Brooklyn, NY 11215 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-02-29
  • NY RA
    APPROVED
    Since 2024-02-29

Branch Locations

641 President Street Suite 106, Brooklyn, NY 11215 • 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
Brewster Financial Planning Brooklyn NY 07/2016 Present
  • 07/2016 → Present
    Brewster Financial Planning
    Brooklyn, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-20
  • S65 Uniform Investment Adviser Law Examination
    2024-02-20

View on SEC IAPD

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