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Caitlin Fastiggi

Investment adviser representative at Brooklyn Fi, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$563.1MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

12 years in the industry.

  1. Brooklyn Fi, LLCFeb 2022 to now
  2. UnemployedSep 2021 to Feb 2022
  3. Hfo Services CorpJan 2014 to Sep 2021

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 2 states (NJ, NY).

Brooklyn Fi, LLC

$563.1MAssets managed
373Clients
15Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7515241
Firm CRD
292115
Advisor's SEC record (opens in a new tab)
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