Eduard
Zolotarev
Brooklyn Fi, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Eduard Zolotarev is a certified financial planner who works in Philadelphia, Pennsylvania with a total of 1 year of industry experience. Zolotarev currently works for Brooklyn Fi, LLC. During their career, Zolotarev has held roles at Hewins Financial Advisors, LLC, Ernst And Young Llp, Morris J. Cohen & Co., P.C, 1St Global Capital Corp, 1St Global Advisors, Inc, Widener University, Gryphon Financial Wealth Advisors, LLC, Marcum Llp and Brooklyn Fi, LLC. Zolotarev has Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in New York and Pennsylvania. Brooklyn Fi, LLC is an advisory firm based in Brooklyn, NY. It controls $151 million in assets under management across its 910 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 910 customer accounts, 18% are associated with high-net-worth investors who have at least $1 million in investable assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial management fees largely are based on which service is offered. Fees billed by Brooklyn Fi, LLC most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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
$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
Eduard Zolotarev Work History
Eduard has been registered as a financial advisor for 1 years.*
Brooklyn Fi, LLC
Gryphon Financial Wealth Advisors, LLC
Marcum Llp
1St Global Capital Corp
1St Global Advisors, Inc
Morris J. Cohen & Co., P.C
Widener University
Hewins Financial Advisors, LLC
Ernst And Young Llp
*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 Eduard Zolotarev 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.
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.
