Ally Ayers
Professional Summary
Ally Ayers, who also goes by Aj Ayers, Ally Jane Grossan, is a registered financial advisor currently at BROOKLYN FI, LLC located in Brooklyn, New York. Ally is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Ally has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- We specialize in business planning for creatives and navigating the complications of equity compensation for tech professionals. Whether you’ve got RSUs
- ISOs
- Non-qualified options
- or something funky
- we have deep tax knowledge to help navigate a diversification strategy.
Specializations
Biography
AJ Ayers, CFP, EA is a financial planner in Brooklyn, New York. She specializes in financial planning services for small and medium business owners, creatives, tech professionals with equity compensation, and professional women. A bit about the firm: The F.I. in Brooklyn FI stands for Financial Independence. The central idea at the core of our planning practice is that money is just a tool to live your best life. We know something most financial advisors...
Other Aliases
Aj Ayers, Ally Jane Grossan
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
6 years in the financial services industry
Current & Past Employments
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Current Firm
BROOKLYN FI, LLC
Contact Information
Main Address
33 Nassau Ave, Brooklyn, NY 11222Phone Number
(332) 296-1660# of Employees
10SEC notice filing (19 States and Territories)
Registered to provide investment advisory services in 19 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
373AUM (Assets Under Management)
$563,098,081Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/15/2025 | Cover Page | Report |
| 05/22/2024 | Cover Page | Report |
| 09/12/2023 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
BROOKLYN FI, LLC
State Registrations and Notice Filings
(6/29/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Ally Ayers's CRS (Customer Relationship Summary).
Services Offered by Ally
- We specialize in business planning for creatives and navigating the complications of equity compensation for tech professionals. Whether you’ve got RSUs
- ISOs
- Non-qualified options
- or something funky
- we have deep tax knowledge to help navigate a diversification strategy.
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LPL FINANCIAL LLC
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