Crystal Rose Kozlak
Investment Adviser Representative at Brooklyn FI, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Crystal Rose Kozlak is an investment adviser representative with Brooklyn FI, LLC in San Bernardino, CA, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with Falcon Wealth Planning, Inc. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California and New York.
Registrations & licenses
- Investment adviser:
- California, New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- The Humane LeagueJan 2020 – Apr 2020Rockville, MD
- Self EmployedMay 2021 – Oct 2021Los Angeles, CA
- Animal PlaceSep 2016 – May 2023Grass Valley, CA
- Falcon Wealth PlanningMay 2023 – May 2025Ontario, CA
- Falcon Wealth Planning, Inc.Jun 2024 – May 2025Ontario, CA
- Brooklyn FI, LLCMay 2025 – no end date reportedSan Bernardino, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Brooklyn FI, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.01
- First $2,000,0001.00%
- Next $3,000,0000.75%
- Next $5,000,0000.50%
- Assets Above $10,000,0000.30%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 12
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Brooklyn, NY
- SEC file number:
- 801-120862
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 3, 2026
View full firm profileOther advisors at Brooklyn FI, LLC
11 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Crystal Rose Kozlak has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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