Michele Angela Sheridan

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:

Current Employers

Robert W. Baird & Co. Incorporated

777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-05-12
FL	RA	APPROVED	2018-12-10
TX	RA	APPROVED	2018-12-10
CA	RA	APPROVED	2018-12-07

NY RA
APPROVED

Since 2021-05-12
FL RA
APPROVED

Since 2018-12-10
TX RA
APPROVED

Since 2018-12-10
CA RA
APPROVED

Since 2018-12-07

Branch Locations

555 French Rd, Building 2, New Hartford, NY 13413 • United States

4 Sentry Parkway Suite 102, Sentry Park, PA 19422 • United States

Wellesley Island, NY • United States

Marcy, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
M. Griffith, Inc.	New Hartford	NY	02/1993	12/2018
Robert W. Baird	New Hartford	NY	12/2018	Present

02/1993 → 12/2018

M. Griffith, Inc.

New Hartford, NY
12/2018 → Present

Robert W. Baird

New Hartford, NY

Previous Registrations

2007-05-15 → 2018-12-12

M. Griffith Investment Services, Inc.

New Hartford, NY

New Hartford, NY

Other Businesses

The Women's Fund of Herkimer and Oneida Counties 2 Williams Street, Clinton NY 13323 Role/Responsibility: Assist the finance committee in developing an investment policy statement in advance of them sending out RFP's for their investments. Start date:2010 Investment related Hours spent: 3 per week, 0 during trading hours

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-03-07
S63	Uniform Securities Agent State Law Examination	1994-08-22

S65 Uniform Investment Adviser Law Examination

2007-03-07
S63 Uniform Securities Agent State Law Examination

1994-08-22

Designations

Certified Financial Planner

Other Names

Michele Angela Abbene

View on SEC IAPD