Unclaimed Profile

Mary Kathryn Konetzny

BRAVER WEALTH MANAGEMENT, LLC·NEEDHAM, Massachusetts

Series 7, Series 63, Series 66Clean record19 years registeredBRAVER WEALTH MANAGEMENT, LLC

117 KENDRICK STREET, NEEDHAM, MA 02494CRD# 4934357Firm CRD# 104747

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mary Kathryn Konetzny · NEEDHAM, MA

Registration

CRD #4934357 · BRAVER WEALTH MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

TRUEFOCUS FINANCIAL PARTNERS

Jun 2023 – present

MONTIS FINANCIAL, LLC

Feb 2018 – May 2023

WALTHAM, MA

ADVISER INVESTMENTS

Feb 2017 – Aug 2017

NEWTON, MA

BRAVER WEALTH MANAGEMENT, LLC

Jan 2011 – Feb 2017

NEEDHAM, MA

EATON VANCE MANAGEMENT

Aug 2008 – Dec 2010

BOSTON, MA

STRATEGIC ADVISERS, INC.

May 2007 – May 2008

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · May 7, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRAVER WEALTH MANAGEMENT, LLC

CRD 104747 · SEC 801-26501

AUM

$875M

Regulatory assets under management

Employees

2,609 client accounts

Services offered by BRAVER WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BRAVER WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Mary Kathryn Konetzny offer?

Mary Kathryn Konetzny specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEEDHAM, Massachusetts for a consultation.

What are Mary Kathryn Konetzny's credentials?

Mary Kathryn Konetzny is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mary Kathryn Konetzny located?

Mary Kathryn Konetzny is based in NEEDHAM, Massachusetts, working with BRAVER WEALTH MANAGEMENT, LLC. Their office serves clients in the NEEDHAM metropolitan area and surrounding communities.

How does Mary Kathryn Konetzny charge for services?

Mary Kathryn Konetzny's firm is compensated through percentage of aum, hourly charges, other: model provider fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRAVER WEALTH MANAGEMENT, LLC?

BRAVER WEALTH MANAGEMENT, LLC has approximately 21 employees and manages $875M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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