Investment adviser representative · Brewster Financial Planning LLC
Wen Jie Lin-Ham
CRD 7347884 · Brooklyn, NY
At a glance
Wen Jie Lin-Ham is an investment adviser representative with Brewster Financial Planning LLC in Brooklyn, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Wen Jie’s SEC record dates to 2021, about 5 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Brewster Financial Planning LLCSince April 2021Brooklyn, NY · $240M in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Wen’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Brewster Financial Planning LLC
- Edwin L. AdamsBrooklyn
- Charles E. BrewsterBrooklyn · Certified Financial Planner
Every advisor at Brewster Financial Planning LLC →Brewster Financial Planning LLC: assets, clients and custodians →Financial advisors in Brooklyn, NY →Every Brewster Financial Planning LLC advisor in Brooklyn →Advisor Moves: who changed firms this week →