Invested Better
Unclaimed

Unclaimed

Unclaimed

Mary Katherine Robertson

Synergy Asset Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mary? Claim Your Profile

About Mary Katherine Robertson

Mary Robertson is a registered Investment Advisor Representative with Synergy Asset Management, LLC. Mary has been working in the financial industry since 2012, and earned the Series 65 license in 2022. Mary is located in Vancouver, WA and provides portfolio management for individuals, investment companies and pooled investment vehicles.

Firm Information

Mary Robertson is currently registered with Synergy Asset Management, LLC. Synergy Asset Management, LLC is an investment advisor based in Vancouver, WA, with approximately $823.7 million in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals, and portfolio management for pooled investment vehicles. They also offer other services, including signal provider and sub-adviser. Synergy Asset Management primarily serves high-net-worth individuals, other investment advisors, and individuals other than high-net-worth.
Synergy Asset Management, LLC

13215 SE MILL PLAIN BLVD

VANCOUVER, WA 98684

$823.71M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

signal provider; sub-adviser

Signal provider; sub-adviser

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mary Robertson’s Registration & Firm History

WA

08/08/2022 - Present

Synergy Asset Management, LLC (VANCOUVER WA)

Not sure if Mary Katherine Robertson is right for you?

Licenses & Designations

IA

Issued 08/08/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mary Katherine Robertson.
Not sure if Mary Katherine Robertson is right for you?