FINER WEALTH MANAGEMENT, INC.
CRD #129987 SEC #801-121773 SALEM, MA 978-740-1011
SEC Registered
Total AUM
$249.7M
Discretionary
$249.7M
Employees
5
Clients
26
Accounts
763
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COON, GARY, MICHAEL | I | CHIEF COMPLIANCE OFFICER/SENIOR CLIENT SERVICE ADVISOR | NA | Control |
| COON, GARY, MICHAEL | I | CHIEF COMPLIANCE OFFICER/SENIOR CLIENT SERVICE ADVISOR | NA | Control |
| COON, GARY, MICHAEL | I | CHIEF COMPLIANCE OFFICER/SENIOR CLIENT SERVICE ADVISOR | NA | Control |
| COON, GARY, MICHAEL | I | CHIEF COMPLIANCE OFFICER/SENIOR CLIENT SERVICE ADVISOR | NA | Control |
| COON, GARY, MICHAEL | I | CHIEF COMPLIANCE OFFICER/SENIOR CLIENT SERVICE ADVISOR | NA | Control |
| HENRY, DAVID, L | I | INVESTMENT OFFICER | NA | |
| HENRY, DAVID, L | I | INVESTMENT OFFICER | NA | |
| HENRY, DAVID, L | I | INVESTMENT OFFICER | NA | |
| HENRY, DAVID, L | I | INVESTMENT OFFICER | NA | |
| HENRY, DAVID, L | I | INVESTMENT OFFICER | NA | |
| HENRY, DAVID, L | I | INVESTMENT OFFICER | NA | |
| FINER, MICHAEL, SCOTT | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | E | Control |
| FINER, MICHAEL, SCOTT | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | E | Control |
| FINER, MICHAEL, SCOTT | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | E | Control |
| FINER, MICHAEL, SCOTT | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | E | Control |
| FINER, MICHAEL, SCOTT | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | E | Control |
| FINER, MICHAEL, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| FINER, MICHAEL, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| FINER, MICHAEL, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| FINER, MICHAEL, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| FINER, MICHAEL, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| FINER, MICHAEL, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| FINER, MICHAEL, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| ANASTOS, STEPHEN, GEORGE | I | NON-EXECUTIVE | B | |
| ANASTOS, STEPHEN, GEORGE | I | NON-EXECUTIVE | B | |
| ANASTOS, STEPHEN, GEORGE | I | NON-EXECUTIVE | B | |
| ANASTOS, STEPHEN, GEORGE | I | NON-EXECUTIVE | B | |
| ANASTOS, STEPHEN, GEORGE | I | NON-EXECUTIVE | B | |
| ANASTOS, STEPHEN, GEORGE | I | NON-EXECUTIVE | B | |
| ANASTOS, STEPHEN, GEORGE | I | NON-EXECUTIVE | B | |
| ANASTOS, STEPHEN, GEORGE | I | NON-EXECUTIVE | B | |
| ANASTOS, STEPHEN, GEORGE | I | NON-EXECUTIVE | B | |
| ANASTOS, STEPHEN, GEORGE | I | NON-EXECUTIVE | B | |
| ANASTOS, STEPHEN, GEORGE | I | NON-EXECUTIVE | B | |
| ANASTOS, STEPHEN, GEORGE | I | NON-EXECUTIVE | B |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (6)
AZ FL MA NH TX VT
Address
530 LORING AVENUESUITE 302
SALEM, MA 01970
United States
Phone: 978-740-1011