AdvisorOS Directory
Claim Profile
Unclaimed Profile
GC

Gary Michael Coon

FINER WEALTH MANAGEMENT, INC.·SALEM, Massachusetts
Series 65Clean record14 years registeredFINER WEALTH MANAGEMENT, INC.
530 LORING AVENUE, SALEM, MA 01970CRD# 6018133Firm CRD# 129987

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gary Michael Coon · SALEM, MA
Registration
CRD #6018133 · FINER WEALTH MANAGEMENT, INC. · 14 years registered
Brand Profile
Not yet started
01

Career History

FINER WEALTH MANAGEMENT, INC.
Feb 2012 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 8, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FINER WEALTH MANAGEMENT, INC.
CRD 129987 · SEC 801-121773
AUM
$210M
Regulatory assets under management
Employees
8
750 client accounts
Services offered by FINER WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FINER WEALTH MANAGEMENT, INC. →
Introduction

Speak with Gary

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Gary is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SALEM?

Browse all registered financial advisors in SALEM, Massachusetts or claim this profile if it's yours.

Browse SALEM AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Gary Michael Coon offer?
Gary Michael Coon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SALEM, Massachusetts for a consultation.
What are Gary Michael Coon's credentials?
Gary Michael Coon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gary Michael Coon located?
Gary Michael Coon is based in SALEM, Massachusetts, working with FINER WEALTH MANAGEMENT, INC.. Their office serves clients in the SALEM metropolitan area and surrounding communities.
How does Gary Michael Coon charge for services?
Gary Michael Coon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINER WEALTH MANAGEMENT, INC.?
FINER WEALTH MANAGEMENT, INC. has approximately 8 employees and manages $210M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at FINER WEALTH MANAGEMENT, INC.

Michael Scott Finer
SALEM, MA
David L Henry
SALEM, MA
CFA

More Advisors in SALEM, Massachusetts

Craig Edward Goryl
CABOT WEALTH MANAGEMENT·SALEM, MA
James Michael Gasparello
CABOT WEALTH MANAGEMENT·SALEM, MA
Robert Tomlinson Lutts
CABOT WEALTH MANAGEMENT·SALEM, MA
Thomas Christopher Vautin
CABOT WEALTH MANAGEMENT·SALEM, MA
Gregory A Stevens
CABOT WEALTH MANAGEMENT·SALEM, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
City Guides
BOSTON GuideWELLESLEY GuideWALTHAM GuideBRAINTREE GuideSPRINGFIELD Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile