Mary K. Konetzny

TRUEFOCUS FINANCIAL PARTNERS

North Kingstown, RI 02852

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CRD#: 4934357

Professional summary

Mary Kathryn Konetzny, CFP®, who also goes by Mary K. Hoey, Mary Kathryn Hoey, Mary Kathryn Konetzny Ms, Mary Kathryn Konetzy Ms, Mary Konetzy, is a registered financial advisor currently at TRUEFOCUS FINANCIAL PARTNERS located in North Kingstown, Rhode Island.

Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Mary has worked at 8 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

What are your service offerings?

Investment Planning

Tax Planning

Comprehensive Financial Planni...

Retirement Planning

Estate Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Mary K. Hoey | Mary Kathryn Hoey | Mary Kathryn Konetzny Ms | Mary Kathryn Konetzy Ms | Mary Konetzy

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Kathryn Konetzny's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

June 15, 2023 - Present

TRUEFOCUS FINANCIAL PARTNERS

Office #1: 650 Ten Rod Road #10, North Kingstown, RI 02852

RIA

CRD#: 326003

North Kingstown, RI

Past

February 6, 2018 - May 8, 2023

MONTIS FINANCIAL, LLC

RIA

CRD#: 163986

WALTHAM, MA

Past

February 6, 2017 - August 7, 2017

RWA WEALTH PARTNERS

RIA

CRD#: 156984

NEWTON, MA

Past

January 14, 2011 - February 21, 2017

BRAVER WEALTH MANAGEMENT, LLC

RIA

CRD#: 104747

NEEDHAM, MA

Past

August 12, 2008 - December 2, 2010

EATON VANCE MANAGEMENT

RIA

CRD#: 104859

BOSTON, MA

Past

April 24, 2008 - December 2, 2010

EATON VANCE DISTRIBUTORS, INC.

CRD#: 37731

BOSTON, MA

Past

May 7, 2007 - May 9, 2008

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

BOSTON, MA

Past

May 17, 2005 - May 9, 2008

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

BOSTON, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(9/25/2023)

IAR

Rhode Island
(6/15/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/4/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/23/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/16/2005

General Securities Representative Examination

Current Firm

TRUEFOCUS FINANCIAL PARTNERS

TRUEFOCUS FINANCIAL PARTNERS | TRUEFOCUS FINANCIAL PARTNERS LLC

CRD#: 326003 / SEC#:

Massachusetts

Registered Investment Advisory firm - (9/22/2023 Approved)

Rhode Island

Registered Investment Advisory firm - (6/15/2023 Approved)

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Contact information

Main Address

650 Ten Rod Road #10, North Kingstown, RI 02852

Mailing Address

Phone number

(617) 830-3009

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	177
AUM (Assets Under Management)	$ 51,600,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Mary K. Konetzny

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Kathryn Konetzny's CRS (Customer Relationship Summary).

Certified licenses

Experience

MONTIS FINANCIAL, LLC

RWA WEALTH PARTNERS

BRAVER WEALTH MANAGEMENT, LLC

EATON VANCE MANAGEMENT

EATON VANCE DISTRIBUTORS, INC.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/4/2007

Series 63

Date: 5/23/2005

Series 7

Date: 5/16/2005

Current Firm

TRUEFOCUS FINANCIAL PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRUEFOCUS FINANCIAL PARTNERS

TRUST BUT VERIFY

Contact information

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