Unclaimed Profile

Anne Marie Umphrey

PEAR TREE ADVISORS, INC.·LINCOLN, Massachusetts

SIE, Series 7, Series 63Clean record26 years registeredPEAR TREE ADVISORS, INC.

55 OLD BEDFORD ROAD, LINCOLN, MA 01773-1124CRD# 2328381Firm CRD# 104576

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Anne Marie Umphrey · LINCOLN, MA

Registration

CRD #2328381 · PEAR TREE ADVISORS, INC. · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PEAR TREE ADVISORS, INC.

PEAR TREE ADVISORS, INC.

Mar 2002 – Mar 2012

LINCOLN, MA

U. S. BOSTON CAPITAL CORPORATION

Nov 1999 – Jan 2003

LINCOLN, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · November 5, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PEAR TREE ADVISORS, INC.

CRD 104576 · SEC 801-19222

AUM

$4.5B

Regulatory assets under management

Employees

1 client accounts

Services offered by PEAR TREE ADVISORS, INC.

Per Form ADV

Portfolio management (pooled investments)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at PEAR TREE ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Anne Marie Umphrey offer?

Anne Marie Umphrey specializes in Investment Management, Fee-Only Advisory.

What are Anne Marie Umphrey's credentials?

Anne Marie Umphrey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anne Marie Umphrey located?

Anne Marie Umphrey is based in LINCOLN, Massachusetts, last registered with PEAR TREE ADVISORS, INC..

How does Anne Marie Umphrey charge for services?

Anne Marie Umphrey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PEAR TREE ADVISORS, INC.?

PEAR TREE ADVISORS, INC. has approximately 12 employees and manages $4.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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