Mary Kathryn Konetzny

Employer firm

Truefocus Financial Partners CRD 326003

$67.6M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → 02/2017
  Braver Wealth Management, Llc
  Newton, MA
• 02/2017 → 07/2017
  Adviser Investments, Llc
  Newton, MA
• 01/2018 → 04/2023
  Montis Financial, Llc
  Waltham, MA
• 07/2017 → 01/2018
  Unemployed
  Stow, MA
• 04/2023 → Present
  Truefocus Financial Partners
  North Kingstown, RI

Previous Registrations

• 2018-02-06 → 2023-05-08
  Montis Financial, Llc
  Waltham, MA
• 2017-02-06 → 2017-08-07
  Rwa Wealth Partners
  Needham, MA
  Boston, MA
• 2011-01-14 → 2017-02-21
  Braver Wealth Management, Llc
  Needham, MA
• 2008-08-12 → 2010-12-02
  Eaton Vance Management
  Boston, MA
• 2007-05-07 → 2008-05-09
  Strategic Advisers Llc
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2007-04-04
• S63 Uniform Securities Agent State Law Examination
  2005-05-23

Designations

• Certified Financial Planner

Other Names

• Mary Konetzy
• Mary Kathryn Konetzy
• Mary Kathryn Konetzny
• Mary K. Hoey
• Mary Kathryn Konetzny
• Mary Kathryn Hoey