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Gary Michael Coon

Finer Wealth Management, Inc.

Salem, MA

CRD 6018133

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Employer firm

Finer Wealth Management, Inc. CRD 129987

$306M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • ADVISORY CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Finer Wealth Management, Inc.

530 Loring Avenue Suite 302, Salem, MA 01970 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-06-27
TX RA APPROVED_RES 2016-12-02
MA RA APPROVED 2012-02-08
  • FL RA
    APPROVED
    Since 2023-06-27
  • TX RA
    APPROVED_RES
    Since 2016-12-02
  • MA RA
    APPROVED
    Since 2012-02-08

Branch Locations

530 Loring Avenue Suite 302, Salem, MA 01970 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Finer Wealth Mangement, Inc. Salem MA 10/2011 Present
  • 10/2011 → Present
    Finer Wealth Mangement, Inc.
    Salem, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-02-06
  • S65 Uniform Investment Adviser Law Examination
    2012-02-06

View on SEC IAPD

Nearby Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PLAN FOR IT FINANCIAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

MICHAEL SCOTT FINER
MATTHEW ERIC SACHAR
CHRISTOPHER ANDREW LAZZARO

Nearby Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SALEM, MA
PLAN FOR IT FINANCIAL, LLC · SALEM, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SALEM, MA

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