Unclaimed Profile

Shane Paul Mason

BROOKLYN FI, LLC·BROOKLYN, New York

Clean record6 years registeredBROOKLYN FI, LLC

33 NASSAU AVE, BROOKLYN, NY 11222CRD# 6906036Firm CRD# 292115

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Shane Paul Mason · BROOKLYN, NY

Registration

CRD #6906036 · BROOKLYN FI, LLC · 6 years registered

Brand Profile

Not yet started

Career History

BROOKLYN FI, LLC

May 2020 – present

Registrations & Exams

Registration record

First registered · May 5, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BROOKLYN FI, LLC

CRD 292115 · SEC 801-120862

AUM

$228M

Regulatory assets under management

Employees

1,177 client accounts

Services offered by BROOKLYN FI, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BROOKLYN FI, LLC →

Introduction

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Frequently Asked Questions

What services does Shane Paul Mason offer?

Shane Paul Mason specializes in Financial Planning, Investment Management. Contact their office in BROOKLYN, New York for a consultation.

What are Shane Paul Mason's credentials?

Shane Paul Mason is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shane Paul Mason located?

Shane Paul Mason is based in BROOKLYN, New York, working with BROOKLYN FI, LLC. Their office serves clients in the BROOKLYN metropolitan area and surrounding communities.

How does Shane Paul Mason charge for services?

Shane Paul Mason'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 BROOKLYN FI, LLC?

BROOKLYN FI, LLC has approximately 10 employees and manages $228M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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