AdFi
SP

Shane Paul Mason

Investment Adviser Representative at Brooklyn FI, LLC

Brooklyn, NYCRD #6906036Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Shane Paul Mason is an investment adviser representative with Brooklyn FI, LLC in Brooklyn, NY, where they have been registered since 2020, the year they entered the securities industry. They are registered to provide investment advice in New York.

Office

109 S 5th St
Brooklyn, NY 11249

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New York

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Brooklyn FI, LLCCurrent
5/5/2020 – Brooklyn, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Brooklyn FI, LLC
    Nov 2017 – no end date reportedBrooklyn, NY
  2. Mason TAX, LLC
    May 2010 – no end date reportedBrooklyn, NY
  3. IN THE Money Media, LLC
    Aug 2019 – no end date reportedBrooklyn, NY
  4. Raich, ENDE, Malter & Co
    Jan 2015 – Dec 2017New York, NY
  5. Rise and Fi, LLC
    Jul 2020 – Dec 2022Brooklyn, NY
  6. Global Equity Solutions, LLC
    Sep 2020 – Dec 2022Brooklyn, NY
  7. Global Equity Management, Inc.
    Aug 2022 – no end date reportedBrooklyn, NY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Brooklyn FI, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.01
Firm's annual rate schedule by assets
  • First $2,000,0001.00%
  • Next $3,000,0000.75%
  • Next $5,000,0000.50%
  • Assets Above $10,000,0000.30%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
12
Offices listed on AdvisorFinder:
1
Main office:
Brooklyn, NY
SEC file number:
801-120862

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 3, 2026

View full firm profile

Other advisors at Brooklyn FI, LLC

11 other advisors in the directory

View Brooklyn FI, LLC firm profile

Similar advisors in Brooklyn, NY

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Shane Paul Mason has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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