Mason Friedrick maves Coon
Investment adviser representative at Zoe Financial, Inc.
8 yearsExperience
1 stateRegistered in
$283.5MFirm assets
6 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
8 years in the industry.
- Zoe Financial, Inc.Nov 2025 to now
- Charles SchwabOct 2024 to now
- UnemployedJul 2024 to Oct 2024
- Aj Lawn ServicesFeb 2024 to Jul 2024
- Charles SchwabMay 2023 to Aug 2023
- Watson Coon Ryan, LLCMay 2022 to Aug 2022
- Full Time EducationAug 2020 to May 2024
- Woodland LandscapingMay 2019 to Aug 2020
- Broken Tee Golf CourseMay 2018 to Aug 2018
- YogurtlandMay 2017 to Aug 2017
- Full Time EducationAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Zoe Financial, Inc.
$283.5MAssets managed
1,689Clients
8Advisers
6 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
- 7743845
- Firm CRD
- 285158