Caitlin
Fastiggi

Brooklyn Fi, LLC

CRD#7515241
Investment Advisor
in Perrineville, NJ

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About this Advisor

Caitlin Fastiggi is a financial advisor based in Perrineville, New Jersey, working with Brooklyn Fi, LLC. Caitlin has previously held positions at Hfo Services Corp and Brooklyn Fi, LLC. Caitlin is registered to provide services in New Jersey and New York. Currently, Caitlin is part of Brooklyn Fi, LLC, which operates out of Perrineville, New Jersey. The firm has 9 employees and manages assets totaling $227.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Brooklyn Fi, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Perrineville, NJ

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Brooklyn Fi, LLC Brokerage Details

Total Assets Under Management

$227,519,078

NJ Average: $7,464,549,021
Total Number of Employees

9

NJ Average: 88
Total Number of Accounts

1,177

NJ Average: 3,892
Average Account Size

$193,304

NJ Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Caitlin Fastiggi Work History

2022 - Present (2 years)

Brooklyn Fi, LLC

2014 - 2021 (7 years)

Hfo Services Corp

Disclosures

Please visit the SEC profile of Caitlin Fastiggi 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

Caitlin Fastiggi
Perrineville, NJ
Melanie Robertson
Athens, GA
Kody Sherlund
Bloomington, MN
Eduard Zolotarev
Philadelphia, PA
Kurtis Rohlf
Brooklyn, NY
James Mcdougal
Phoenix, AZ
Shane Mason
Brooklyn, NY
Ally Ayers
Brooklyn, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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