Bank / Wealth / TrustRIA · CRD 125291SEC-Registered

Updated:

Brewster Financial Planning

Brewster Financial Planning was founded in 2001 in New York. It functions as a registered investment adviser delivering financial planning and portfolio...

Brewster Financial Planning logo

Brewster Financial Planning

Brewster Financial Planning was founded in 2001 in New York. It functions as a registered investment adviser delivering financial planning and portfolio management. The firm advises individuals, high net worth individuals, and corporations. No specific asset classes, named holdings, or geographic deployment details appear in available records. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months are recorded. The firm maintains a standard RIA structure with no disclosed hybrid vehicles or succession arrangements.

General information

Firm type

Wealth Manager

Year founded

2003

Location

Region

North America

Country

United States

City

Brooklyn

Corporate office

Brooklyn, United States

Frequently asked questions

Who runs investment decisions at Brewster Financial Planning?

No named principals or CIO appear in public records.

Does Brewster Financial Planning participate in fund commitments or only direct deals?

Available information shows only advisory services with no fund or direct deal activity disclosed.

What investment stages does Brewster Financial Planning typically target?

No stage focus is stated in source material.

Where does the underlying wealth come from?

Wealth origin is not disclosed.

How is Brewster Financial Planning related to any parent or spinout?

No parent, affiliate, or spinout relationships are recorded.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Brooklyn Wealth Manager profiles