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FIND YOUR KIND OF ADVISOR

Financial advisory firms
in Brooklyn, NY.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

14 financial advisors24 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

24 advisory firmsCompare public facts. Verify experience directly.
14 financial advisors24 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

AUTONOMOUS WEALTH MANAGEMENT LLCCRD 337909

Advisory firm

Filed advisory firm office: Brooklyn, NY

Filed firm type: Registered

Individuals (other than HNW)Portfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BANDERA PARTNERSCRD 161230

Advisory firm

Filed advisory firm office: Brooklyn, NY

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BLEECKER STREET CAPITAL MANAGEMENT, LLCCRD 332519

Advisory firm

Filed advisory firm office: Brooklyn, NY

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BOERUM HILL FINANCIAL ADVISORS LLCCRD 288987

Advisory firm

Filed advisory firm office: Brooklyn, NY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BREWSTER FINANCIAL PLANNING LLCCRD 125291

Advisory firm

Filed advisory firm office: Brooklyn, NY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Insurance companiesFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BROOKLYN FI, LLCCRD 292115

Advisory firm

Filed advisory firm office: Brooklyn, NY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Educational seminars/workshopsFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CARRY ADVISORS LLCCRD 323620

Advisory firm

Filed advisory firm office: Brooklyn, NY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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EQUINUM, LLCCRD 304350

Advisory firm

Filed advisory firm office: Brooklyn, NY

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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GENERAL EQUITY HOLDINGS LPCRD 287823

Advisory firm

Filed advisory firm office: Brooklyn, NY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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KORA MANAGEMENT LPCRD 172534

Advisory firm

Filed advisory firm office: Brooklyn, NY

Filed firm type: Registered

Charitable organizationsPooled investment vehicles (other than ICs)Portfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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LEFT LANE CAPITALCRD 309286

Advisory firm

Filed advisory firm office: Brooklyn, NY

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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LIONSHARES LLCCRD 335459

Advisory firm

Filed advisory firm office: Brooklyn, NY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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MARIDEA WEALTH MANAGEMENTCRD 325523

Advisory firm

Filed advisory firm office: Brooklyn, NY

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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META INVESTMENT MANAGEMENT COMPANY LLCCRD 312540

Advisory firm

Filed advisory firm office: Brooklyn, NY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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MINKO WEALTHCRD 170886

Advisory firm

Filed advisory firm office: Brooklyn, NY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Portfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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RAIJIN AICRD 342079

Advisory firm

Filed advisory firm office: Brooklyn, NY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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SCHONFELD WEALTH MANAGEMENT, LLCCRD 342323

Advisory firm

Filed advisory firm office: Brooklyn, NY

Filed firm type: Registered

Financial planningPension consulting servicesPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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SQUARE WAVE CAPITALCRD 318517

Advisory firm

Filed advisory firm office: Brooklyn, NY

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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STROBE VENTURESCRD 334227

Advisory firm

Filed advisory firm office: Brooklyn, NY

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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THINKING BIG FINANCIALCRD 287476

Advisory firm

Filed advisory firm office: Brooklyn, NY

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Understand financial advisor fees

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Questions for your first advisor meeting

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Check financial advisor credentials

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