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Gary Michael Coon

FINER WEALTH MANAGEMENT, INC.·SALEM, Massachusetts
Clean recordFINER 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gary Michael Coon is a registered financial advisor based in SALEM, Massachusetts, affiliated with FINER WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FINER WEALTH MANAGEMENT, INC.
FINER WEALTH MANAGEMENT, INC.
AUM
$210M
Regulatory assets under management
Employees
8
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6018133
Firm CRD# 129987
View on FINRA BrokerCheck →

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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.
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