Mary Anne G Treen

Employer firm

Robert W. Baird & Co. Incorporated CRD 8158

$394B regulatory AUM 19,985 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 04/2014 → 09/2016
  Sii
  Albany, NY
• 09/2016 → 03/2019
  M&T Securities
  Utica, NY
• 04/2019 → Present
  Robert W. Baird
  Utica, NY

Other Businesses

Name/Address:Pristine Cleaning Services CNY, LLC 185 John St Ilion NY 13357 Start date: 09/01/2020 Hours spent: 2-4 hours per week Hours spent during trading Hours: None Role/Responsibility: Owner and single person of cleaning business Not investment related

Exams

• S66 Uniform Combined State Law Examination
  2023-02-11
• S63 Uniform Securities Agent State Law Examination
  2016-08-25

Other Names

• Mary Anne Treen