Michael Treanor, financial advisor Bethesda MD
106 score

Michael Treanor

CRD Number: 5446267
Current Firm: Aegis Wealth Management LLC
Compensation Model: Fee Only

Mike Treanor, CERTIFIED FINANCIAL PLANNER™ (CFP®), is a Wealth Advisor at Aegis Wealth Management, LLC. Mike works closely with individuals and families on investment management strategies as well as the development and ongoing monitoring of comprehensive financial plans. 

Prior to joining Aegis, Mike spent seven years as a portfolio analyst at an independent financial planning firm in Washington, D.C. serving clients in the greater DC region. Mike graduated from Towson University with a BA in Economics. He lives with his wife Jessica, daughters Lily & Layla, and dog Cali in North Potomac, MD. 

In his spare time, Mike enjoys spending his weekends at the beach with family and friends.

Aegis Wealth Management
6903 Rockledge Drive, Suite 940           
Bethesda, MD 20817
Phone: 240-482-2566                                                                                  [email protected]

CONTACT
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Professional Designations
Company Name Location Dates Years
Aegis Wealth Management LLC Bethesda, MD Nov 2013 - Current 4
Commonwealth Financial Newtork Waltham, MA Jul 2009 - Nov 2013 4
Armstrong, Fleming And Moore, Inc. Washington, DC Aug 2006 - Nov 2013 7
Fsc Securities Corporation Washington, DC Oct 2007 - Jul 2009 1

Michael Treanor has no recent exams reported.
Contact Info for Michael A. Treanor
By the Numbers
  • Total Assets Under Management
    555
    MILLIONS
  • Total Number of Accounts
    463
    ACCOUNTS
  • Average Account Value
    $1,199,121
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MD, NH, TX, VA

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BADGES
106
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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