Shane
Mason
Brooklyn Fi, LLC
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About this Advisor
Shane Mason is a certified financial planner based in Brooklyn, New York with 2 years of relevant experience. Mason is currently employed by Brooklyn Fi, LLC. During their career, Mason has held roles at Brooklyn Fi, LLC, Mason Tax, LLC, In The Money Media, LLC, Raich, Ende, Malter & Co, Jd Pantzis, Your Sincerely, Travelling / Volunteering, Pricewaterhousecoopers, Rise And Fi, LLC, Global Equity Solutions, LLC and Global Equity Management, Inc. Mason is able to advise clients in New York. Brooklyn Fi, LLC is a registered investment business operating out of Brooklyn, NY. It handles $151 million in total assets among its 910 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 910 customer accounts, 18% are associated with high-net-worth individuals who have at least $1 million in assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. A financial advisor's fees vary depending on the type of financial services offered. However, fees billed by Brooklyn Fi, LLC most likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brooklyn Fi, LLC Brokerage Details
$151,074,216
9
910
$166,016
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Shane Mason Work History
Shane has been registered as a financial advisor for 2 years.*
Global Equity Management, Inc
Global Equity Solutions, LLC
In The Money Media, LLC
Brooklyn Fi, LLC
Mason Tax, LLC
Rise And Fi, LLC
Raich, Ende, Malter & Co
Jd Pantzis
Your Sincerely
Travelling / Volunteering
Pricewaterhousecoopers
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Shane Mason to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
