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Michael Scott Finer

Finer Wealth Management, Inc.

Salem, MA

Salem, MA

CRD 2657455

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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
AZ RA APPROVED 2023-08-04
NH RA APPROVED 2019-09-13
TX RA APPROVED_RES 2016-12-02
MA RA APPROVED 2005-01-06
  • AZ RA
    APPROVED
    Since 2023-08-04
  • NH RA
    APPROVED
    Since 2019-09-13
  • TX RA
    APPROVED_RES
    Since 2016-12-02
  • MA RA
    APPROVED
    Since 2005-01-06

Branch Locations

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

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 Financial & Tax, Inc. Salem MA 09/1995 Present
Finer Wealth Management, Inc. Salem MA 12/1996 Present
Other Businesses

Finer Financial & Tax, Inc. President/Certified Public Accountant, start date 09/1995

Designations
  • Certified Financial Planner
Other Names
  • Michael S Finer

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

GARY MICHAEL COON
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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