Emily
Purdon
Brooklyn Fi, LLC
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About this Advisor
Emily Purdon is a certified financial planner based out of Bozeman, Montana, with a total of 1 year of relevant experience. Purdon is an advisor for Brooklyn Fi, LLC. Their career trajectory has included roles at Virginia Polytechnic Institute And State University, Sullivan, Bruyette, Speros & Blayney, LLC, Brooklyn Fi, LLC, The Well Juicery and Xy Planning Network. Purdon is approved to advise clients in Montana and New York. Brooklyn Fi, LLC is a registered investment firm that has its headquarters in Brooklyn, NY. It has $151 million in assets under management between its 910 client accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 910 accounts, 18% are held by high-net-worth clients who have more than $1 million in investable assets. The business provides a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees for financial advisory services typically vary depending on the financial services offered. However, fees charged by Brooklyn Fi, LLC likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brooklyn Fi, LLC Brokerage Details
$151,074,216
9
910
$166,016
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Emily Purdon Work History
Emily has been registered as a financial advisor for 1 years.*
Brooklyn Fi, LLC
The Well Juicery
Xy Planning Network
Sullivan, Bruyette, Speros & Blayney, LLC
Sullivan, Bruyette, Speros & Blayney, LLC
Sullivan, Bruyette, Speros & Blayney, LLC
Virginia Polytechnic Institute And State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Emily Purdon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Brooklyn Fi, LLC
Brooklyn, NY
Philadelphia, PA
Brooklyn, NY
Bozeman, MT
Brooklyn, NY
Brooklyn, NY
Perrineville, NJ
Brooklyn, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
