Mary Katherine Robertson
Investment adviser representative at Synergy Asset Management, LLC
14 yearsExperience
1 stateRegistered in
$1.3BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Synergy Asset Management, LLCMay 2019 to now
- O'connor PhotographyJan 2017 to May 2019
- UnemployedJan 2012 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (WA).
Synergy Asset Management, LLC
$1.3BAssets managed
1,198Clients
9Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3188646
- Firm CRD
- 117201