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Mary Nmn Koenig

Harvard Square Financial Planning

Lexington, MA

CRD 4579616

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Employer firm

Harvard Square Financial Planning CRD 166131

25 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Harvard Square Financial Planning

Lexington, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2013-01-02
  • MA RA
    APPROVED
    Since 2013-01-02

Branch Locations

Lexington, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Harvard Square Financial Planning, Llc Cambridge MA 09/2012 Present
  • 09/2012 → Present
    Harvard Square Financial Planning, Llc
    Cambridge, MA
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Mary Koenig

View on SEC IAPD

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