Ally Ayers
BROOKLYN FI
BROOKLYN, NY 11249
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CRD#: 7192030
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 .
Core Areas of Focus
Business Owners
Cash Flow/Budgets/Credit Issues
Fixed Fee (Subscription
Retainer
etc.)
Investment Advice with Ongoing Management
Millennials
Women's Financial Planning Issues
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 and planners don’t know—that a passion is more important than a salary. We like to think that we specialize in turning side-hustles into nest eggs.
By becoming a Brooklyn FI client you’re joining a network of creative professionals who are succeeding, not just scraping by.
Question & Answer
What are your service offerings?
We specialize in business plan...
ISOs
Non-qualified options
or something funky
we have deep tax knowledge to ...
Are you a "fiduciary"?
Yes
Aliases
Aj Ayers | Ally Jane Grossan
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 Ally Ayers'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®
NoneExperience
Current
May 5, 2020 - Present
BROOKLYN FI, LLC
Office #1: 109 S 5th St, Brooklyn, NY 11249RIA
CRD#: 292115
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".
BROOKLYN FI, LLC
BROOKLYN FI, LLC
CRD#: 292115 / SEC#: 801-120862
RIA
Registered Investment Advisory firm - (4/19/2021 Approved)California
Registered Investment Advisory firm - (5/22/2021 Terminated)New York
Registered Investment Advisory firm - (4/22/2021 Terminated)Texas
Registered Investment Advisory firm - (4/22/2021 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(6/29/2021)
Exams
Current Firm
BROOKLYN FI, LLC
BROOKLYN FI, LLC
CRD#: 292115 / SEC#: 801-120862
RIA
Registered Investment Advisory firm - (4/19/2021 Approved)California
Registered Investment Advisory firm - (5/22/2021 Terminated)New York
Registered Investment Advisory firm - (4/22/2021 Terminated)Texas
Registered Investment Advisory firm - (4/22/2021 Terminated)PREMIUM
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Contact information
Main Address
33 Nassau Ave, Brooklyn, NY 11222
Mailing Address
Phone number
(718) 690-3600
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (18 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 373 |
| AUM (Assets Under Management) | $ 563,098,081 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/15/2025 | ||
| 05/22/2024 | ||
| 09/12/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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