Charles E. Brewster
BREWSTER FINANCIAL PLANNING LLC
Brooklyn, NY 11215
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CRD#: 4643367
Professional summary
Charles Erskine Scott Brewster, CFP® is a registered financial advisor currently at BREWSTER FINANCIAL PLANNING LLC located in Brooklyn, New York.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Charles has worked at 1 firm .
Biography
Scott Brewster is president of Brewster Financial Planning LLC. He heads up advocacy for the Financial Planning Association of Metro New York and is president of the New York Chapter of The American Association of Individual Investors. Scott graduated from Vassar College with a BA in Political Science, and later received an MBA from the Pepperdine University Graziadio School of Business. Scott has also earned his Certified Financial Planning (CFP®) designation and an IRS Enrolled Agent Designation (EA). He can be reached at scott@brewsterfp.com .
Question & Answer
What are your service offerings?
Tax Planning
Investment Planning
Comprehensive Financial Planni...
Retirement Planning
Do you have an area of expertise or specialization?
Investment Advice with Ongoing...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Charles Erskine Scott Brewster's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1998
Experience
Current
January 7, 2002 - Present
BREWSTER FINANCIAL PLANNING LLC
Office #1: 641 President Street Suite 106, Brooklyn, NY 11215RIA
CRD#: 125291
Brooklyn, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BREWSTER FINANCIAL PLANNING LLC
BREWSTER FINANCIAL PLANNING | BREWSTER, CHARLES E SCOTT | BREWSTER FINANCIAL PLANNING LLC
CRD#: 125291 / SEC#: 801-77668
RIA
Registered Investment Advisory firm - (2/27/2013 Approved)California
Registered Investment Advisory firm - (4/14/2013 Terminated)New York
Registered Investment Advisory firm - (3/15/2013 Terminated)Texas
Registered Investment Advisory firm - (3/15/2013 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New York(11/14/2021)
Exams
Current Firm
BREWSTER FINANCIAL PLANNING LLC
BREWSTER FINANCIAL PLANNING | BREWSTER, CHARLES E SCOTT | BREWSTER FINANCIAL PLANNING LLC
CRD#: 125291 / SEC#: 801-77668
RIA
Registered Investment Advisory firm - (2/27/2013 Approved)California
Registered Investment Advisory firm - (4/14/2013 Terminated)New York
Registered Investment Advisory firm - (3/15/2013 Terminated)Texas
Registered Investment Advisory firm - (3/15/2013 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
641 President Street Suite 106, Brooklyn, NY 11215
Mailing Address
641 President Street Suite 102, Brooklyn, NY 11215
Phone number
(646) 249-9880
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 612 |
| AUM (Assets Under Management) | $ 204,636,372 |
Red Flags
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