Brett
Wysopal
Brooklyn Fi, LLC
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About this Advisor
Brett Wysopal is a certified financial planner working out of Brooklyn, New York who has 1 year of industry experience. Wysopal is an employee of Brooklyn Fi, LLC. Throughout their career, they have worked at Briancon Diable Rouge, Cincinnati Cyclones, Rbc Capital Markets, LLC and Mariner Wealth Advisors. Wysopal has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Illinois and New York. Brooklyn Fi, LLC is an advisory business operating out of Brooklyn, NY. It oversees $151 million in total assets among its 910 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 910 accounts, 18% belong to high-net-worth clients who have at least $1 million in investable assets. Brooklyn Fi, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees for financial advice vary depending on the financial services provided. Fees billed by Brooklyn Fi, LLC may include some combination 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
Brett Wysopal Work History
Brett has been registered as a financial advisor for 1 years.*
Mariner Wealth Advisors
Rbc Capital Markets, LLC
Rbc Capital Markets, LLC
Cincinnati Cyclones
Briancon Diable Rouge
*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 Brett Wysopal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.