Mary Katherine Robertson

Employer firm

Synergy Asset Management, LLC CRD 117201

$1.30B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2019 → Present
  Synergy Asset Management, Llc
  Bellevue, WA
• 01/2017 → 05/2019
  O'COnnor Photography
  Stanwood, WA
• 01/2012 → 01/2017
  Unemployed
  Everett, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-08

Other Names

• Mary Robertson