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President/chief Executive Officer/chief Investment Officer · Finer Wealth Management, Inc.

Michael S. Finer

CRD 2657455 · Named on Form ADV at one SEC-registered adviser

At a glance

Finer Wealth Management, Inc., an SEC-registered wealth manager based in Salem, MA with $306 million in regulatory assets, lists Michael S. Finer on its Form ADV as President/chief Executive Officer/chief Investment Officer, a control person.

Firms and roles

AtlasMembers

Michael’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Stephen G. AnastosNon-Executive, Finer Wealth Management, Inc.
  • Gary M. CoonChief Compliance Officer/senior Client Service Advisor, Finer Wealth Management, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.