Jeffrey Dingle
Investment adviser representative at Brooklyn Fi, LLC
10 yearsExperience
1 stateRegistered in
$563.1MFirm assets
5 yearsFirm in business
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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
10 years in the industry.
- Brooklyn Fi, LLCAug 2026 to now
- Lido Advisors, LLCOct 2024 to Aug 2026
- Elwood & GoetzFeb 2024 to Sep 2024
- The Georgia ClubSep 2021 to Feb 2024
- University of GeorgiaAug 2021 to May 2024
- Rafferty'sJul 2021 to Sep 2021
- Texas RoadhouseAug 2020 to Jul 2021
- Georgia State UniversityAug 2019 to May 2020
- Plato's ClosetSep 2018 to Jul 2019
- Northside High SchoolMar 2016 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 8232020
- Firm CRD
- 292115