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Michael Scott Finer

FINER WEALTH MANAGEMENT, INC.·SALEM, Massachusetts
Clean record21 years registeredFINER WEALTH MANAGEMENT, INC.
530 LORING AVENUE, SALEM, MA 01970CRD# 2657455Firm CRD# 129987

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Scott Finer · SALEM, MA
Registration
CRD #2657455 · FINER WEALTH MANAGEMENT, INC. · 21 years registered
Brand Profile
Not yet started
01

Career History

FINER WEALTH MANAGEMENT, INC.
Jan 2005 – present
02

Registrations & Exams

Registration record
First registered · January 6, 2005
Years registered · 21
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

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05

Frequently Asked Questions

What services does Michael Scott Finer offer?
Michael Scott Finer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SALEM, Massachusetts for a consultation.
What are Michael Scott Finer's credentials?
Michael Scott Finer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Scott Finer located?
Michael Scott Finer 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 Michael Scott Finer charge for services?
Michael Scott Finer'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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Other Advisors at FINER WEALTH MANAGEMENT, INC.

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SALEM, MA
David L Henry
SALEM, MA
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Research
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