Mary Treen
Mary Treen is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in New Hartford, NY, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.
Location
555 French Rd, Building 2, New Hartford, NY, 13413
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mary works for Hanson Aggregates NY, LLC, cleaning the office a few hours per week. She also owns Pristine Cleaning Services CNY, LLC, where she is the sole employee, dedicating a few hours per week.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
M&t Securities, INC.Broker
Signator Investors, INC.Broker
State Registrations3 states
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