Shane Paul Mason
Investment adviser representative at Brooklyn Fi, LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$563.1MFirm assets
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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
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Global Equity Management, Inc.Aug 2022 to now
- In the Money Media, LLCAug 2019 to now
- Brooklyn Fi, LLCNov 2017 to now
- Mason Tax, LLCMay 2010 to now
- Global Equity Solutions, LLCSep 2020 to Dec 2022
- Rise and Fi, LLCJul 2020 to Dec 2022
- Raich, Ende, Malter & CoJan 2015 to Dec 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Brooklyn Fi, LLC
$563.1MAssets managed
373Clients
15Advisers
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
- 6906036
- Firm CRD
- 292115