Eduard
Zolotarev

Brooklyn Fi, LLC

CRD#6559331
Investment Advisor
in Philadelphia, PA

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About this Advisor

Eduard Zolotarev is a financial advisor based in Philadelphia, Pennsylvania, working with Brooklyn Fi, LLC. Eduard has previously held positions 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. Eduard has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in New York and Pennsylvania. Currently, Eduard is part of Brooklyn Fi, LLC, which operates out of Philadelphia, Pennsylvania. 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

Series 65, Series 66, 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

Philadelphia, PA

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Brooklyn Fi, LLC Brokerage Details

Total Assets Under Management

$227,519,078

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

9

PA Average: 88
Total Number of Accounts

1,177

PA Average: 3,892
Average Account Size

$193,304

PA 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

Eduard Zolotarev Work History

2022 - Present (3 years)

Brooklyn Fi, LLC

2019 - 2019 (< 1 year)

Gryphon Financial Wealth Advisors, LLC

2019 - 2022 (3 years)

Marcum Llp

2018 - 2019 (1 year)

1St Global Capital Corp

2018 - 2019 (1 year)

1St Global Advisors, Inc

2016 - 2019 (3 years)

Morris J. Cohen & Co., P.C

2016 - 2016 (< 1 year)

Widener University

2015 - 2016 (1 year)

Hewins Financial Advisors, LLC

2012 - 2015 (3 years)

Ernst And Young Llp

Created with Highcharts 6.0.7

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

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