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Matthew David Savery

Robert W. Baird & Co. Incorporated

New Hartford, NY

Sentry Park, PA

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Current Employers
Robert W. Baird & Co. Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-05-12
FL RA APPROVED 2019-05-02
TX RA APPROVED 2019-03-01
PA RA APPROVED 2018-12-14
CA RA APPROVED 2018-12-11
  • NY RA
    APPROVED
    Since 2021-05-12
  • FL RA
    APPROVED
    Since 2019-05-02
  • TX RA
    APPROVED
    Since 2019-03-01
  • PA RA
    APPROVED
    Since 2018-12-14
  • CA RA
    APPROVED
    Since 2018-12-11

Branch Locations

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

4 Sentry Parkway Suite 102, Sentry Park, PA 19422 • 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
OrganizationCityStateFromTo
M. Griffith Investment Services, Inc. New Hartford NY 11/2010 12/2018
Baird New Hartford NY 12/2018 Present
  • 11/2010 → 12/2018
    M. Griffith Investment Services, Inc.
    New Hartford, NY
  • 12/2018 → Present
    Baird
    New Hartford, NY
Previous Registrations
  • 2013-04-08 → 2018-12-12
    M. Griffith Investment Services, Inc.
    New Hartford, NY
    New Hartford, NY
    New Hartford, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-13
S63 Uniform Securities Agent State Law Examination 2012-08-10
  • S65 Uniform Investment Adviser Law Examination
    2018-12-13
  • S63 Uniform Securities Agent State Law Examination
    2012-08-10
Designations

View on SEC IAPD

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Other Investors

JASON O CHAMPION
WILLIAM I MATTESON
MARK PHILIP HODGE
DONNA M KRATZENBERG
Leslie Jennifer Shepardson
RICHARD ALAN BRAMLEY
JON MATTHEW EARL
HONORINE MARIE GERARD WALLACK

Other Offices

MML INVESTORS SERVICES, LLC · New Hartford, NY
LPL ENTERPRISE, LLC · NEW HARTFORD, NY
COMMONWEALTH FINANCIAL NETWORK · New Hartford, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · UTICA, NY
MORGAN STANLEY · Utica, NY
STRATEGIC FINANCIAL SERVICES · UTICA, NY
PARADIGM CONSULTING, INC. · UTICA, NY
OSAIC WEALTH, INC. · UTICA, NY

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