B. Riley Wealth Advisors
43yrs
Top advisor by experience in Brooklyn
23yrs
Stephen Chen
Financial advisor at Followthru Planning Associates
Stephen Chen is a fiduciary financial advisor in Brooklyn, New York, with 23 years in the industry. Stephen joined Followthru Planning Associates in 2021, a firm offering financial planning, investment management, and selecting outside investment managers. Stephen holds the CFA designation.
One of 579 advisors with offices in Brooklyn, and one of 507 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?Top 24% by experience in Brooklyn
OfficeBrooklyn, NY
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$77,951
States licensed ?1 state
Services through Followthru Planning Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowFollowthru Planning Associates LLCCurrent firm
Contact Stephen
(718) 627-2809Followthru Planning Associates main office Brooklyn, NYOffice · Get directions Firm websitewww.followthru.usIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stephen
How do I contact Stephen?
Call Followthru Planning Associates at (718) 627-2809 and ask for Stephen Chen. Stephen works from the Brooklyn, NY office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2003, about 23 years. Top 24% by experience in Brooklyn.
What licenses does Stephen hold?
Series 66. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Followthru Planning Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Stephen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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