Caitlin
Fastiggi

Brooklyn Fi, LLC

CRD#7515241
Investment Advisor
in Perrineville, NJ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Caitlin Fastiggi is a certified financial planner based out of Perrineville, New Jersey with 1 year of relevant experience. Fastiggi is an advisor for Brooklyn Fi, LLC. The advisor has gained experience at Hfo Services Corp and Brooklyn Fi, LLC. Fastiggi is able to work in New Jersey and New York. Brooklyn Fi, LLC is a registered investment business that has its headquarters in Brooklyn, NY. It controls $151 million in assets among its 910 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 910 accounts, 18% are associated with high-net-worth investors who have at least $1 million in investable assets. The business offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial management fee schedules vary depending on the type of financial services provided. Fees charged by Brooklyn Fi, LLC can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Perrineville, NJ

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Brooklyn Fi, LLC Brokerage Details

Total Assets Under Management

$151,074,216

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

9

NJ Average: 88
Total Number of Accounts

910

NJ Average: 3,892
Average Account Size

$166,016

NJ Average: $1,917,921

Investment Advisory Services

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

Caitlin Fastiggi Work History

Caitlin has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Brooklyn Fi, LLC

2014 - 2021 (7 years)

Hfo Services Corp

2010 - 2014 (4 years)

Hfo Services Corp

*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 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

Kurtis Rohlf
Brooklyn, NY
Brett Wysopal
Brooklyn, NY
Eduard Zolotarev
Philadelphia, PA
Emily Purdon
Bozeman, MT
Caitlin Fastiggi
Perrineville, NJ
Ally Ayers
Brooklyn, NY
Shane Mason
Brooklyn, NY
John Owens
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started