Edwin
Adams

Brewster Financial Planning LLC

CRD#7881214
Investment Advisor
in Brooklyn, NY

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About this Advisor

Edwin Adams is a financial advisor based in Brooklyn, New York, working with Brewster Financial Planning LLC. Edwin has previously held positions at Brewster Financial Planning, Brooklyn Rents, and Starwood Hotels. Edwin has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Edwin is part of Brewster Financial Planning LLC, which operates out of Brooklyn, New York. The firm has 4 employees and manages assets totaling $175.9 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, and selection of other advisers. The fee structure at Brewster Financial Planning LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

641 President Street Suite 106
Brooklyn, NY 11215

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Brewster Financial Planning LLC Brokerage Details

Total Assets Under Management

$175,897,203

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

4

NY Average: 88
Total Number of Accounts

597

NY Average: 3,892
Average Account Size

$294,635

NY 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

Edwin Adams Work History

2016 - Present (9 years)

Brewster Financial Planning

2014 - 2016 (2 years)

Brooklyn Rents

2012 - 2014 (2 years)

Starwood Hotels

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Disclosures

Please visit the SEC profile of Edwin Adams 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 Brewster Financial Planning LLC

Edwin Adams
Brooklyn, NY
Wen Jie Lin-Ham
Brooklyn, NY
Charles Brewster
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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