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Michael Alan Treanor

AEGIS WEALTH MANAGEMENT LLC·BETHESDA, Maryland
Series 7CFPClean record10 years registeredAEGIS WEALTH MANAGEMENT LLC
6903 ROCKLEDGE DRIVE, BETHESDA, MD 20817CRD# 5446267Firm CRD# 134429

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Alan Treanor · BETHESDA, MD
Registration
CRD #5446267 · AEGIS WEALTH MANAGEMENT LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

AEGIS WEALTH
Nov 2015 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Registration record
First registered · November 19, 2015
Years registered · 10
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AEGIS WEALTH MANAGEMENT LLC
CRD 134429 · SEC 801-64004
AUM
$699M
Regulatory assets under management
Employees
6
498 client accounts
Services offered by AEGIS WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at AEGIS WEALTH MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Michael Alan Treanor offer?
Michael Alan Treanor specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BETHESDA, Maryland for a consultation.
What are Michael Alan Treanor's credentials?
Michael Alan Treanor holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michael Alan Treanor located?
Michael Alan Treanor is based in BETHESDA, Maryland, working with AEGIS WEALTH MANAGEMENT LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.
How does Michael Alan Treanor charge for services?
Michael Alan Treanor's firm is compensated through percentage of aum, hourly charges, subscription fees, other: % of assets under consultation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AEGIS WEALTH MANAGEMENT LLC?
AEGIS WEALTH MANAGEMENT LLC has approximately 6 employees and manages $699M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AEGIS WEALTH MANAGEMENT LLC

Jean Marie Hoff
BETHESDA, MD
Viveka Marianne Ryn
BETHESDA, MD
Eun Hee Kim
BETHESDA, MD
Paul Adair Meloan
BETHESDA, MD

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