Managing Partner, & Chief Compliance Officer · Brooklyn FI, LLC
John T. Owens
CRD 7041108 · Named on Form ADV at one SEC-registered adviser
At a glance
Brooklyn FI, LLC, an SEC-registered wealth manager based in Brooklyn, NY with $563 million in regulatory assets, lists John T. Owens on its Form ADV as Managing Partner, & Chief Compliance Officer.
Firms and roles
- Brooklyn FI, LLCManaging Partner, & Chief Compliance OfficerWealth manager · Brooklyn, NY · $563M in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Shane P. MasonCo-Founder, Brooklyn FI, LLC
- Ally AyersCo-Founder, Brooklyn FI, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.