Gary Michael Coon
Investment adviser representative at Finer Wealth Management, Inc.
15 yearsExperience
3 statesRegistered in
$305.8MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Finer Wealth Management, Inc.Feb 2012 to now
- Finer Wealth Mangement, Inc.Oct 2011 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 3 states (FL, MA, TX).
Finer Wealth Management, Inc.
$305.8MAssets managed
277Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6018133
- Firm CRD
- 129987