Mason Coon is a registered investment advisor at Zoe Financial, INC., based in New York, NY. Mason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 79 clients.
Compensation
N/A
Firm Size
11 advisors
IM Fee
Planning only
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
666 Third Ave., 6th Floor, New York, NY, 10017
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
April 2025Employment History
Current Registrations
Zoe Financial, INC.
November 2025 - Present · 6 mos
Previous Registrations
Charles Schwab & CO., INC.
January 2025 - May 2025 · 4 mos
Charles Schwab & CO., INC.Broker
December 2024 - May 2025 · 5 mos
State Registrations1 state
NY
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.