Unclaimed Profile

Shane Paul Mason

BROOKLYN FI, LLC·BROOKLYN, New York

Clean recordBROOKLYN 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Shane Paul Mason is a registered financial advisor based in BROOKLYN, New York, affiliated with BROOKLYN FI, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

BROOKLYN FI, LLC

AUM

$228M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BROOKLYN FI, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6906036

Firm CRD# 292115

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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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