Michael Treanor has held the title Member at Aegis Wealth Management since January 2020, is not listed as a control person, but directly owns under 5% of the firm. Michael Treanor holds a Bachelor of Arts in Economics from Towson University.
Aegis Wealth Management LLC is a Bethesda, MD firm with $744M under management, 123 clients and 6 advisers across 3 offices, as of its March 2026 filing.
Michael A. Treanor is Partner of Aegis Wealth, based in Bethesda, Maryland. He joined Aegis as a Wealth Advisor in 2013 and became a Partner in 2018. Before Aegis, he worked for seven years at Armstrong, Fleming & Moore in Washington, DC, initially as a college intern, then as Head of Operations from 2006 and Portfolio Analyst from 2008.
Professional designations
Listed by Aegis Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Michael Treanor is registered as an investment adviser representative in Maryland, since November 2015.
- MarylandSince 19 November 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 3 December 2007 |
- Name
- General Securities Representative Examination
- Full name
- Michael Alan Treanor
- CRD
- 5446267
- Firm
- Aegis Wealth Management · CRD 134429
- Role
- Member
- Office
- 6903 ROCKLEDGE DRIVE, STE. 530, Bethesda, MD 20817
- Registration
- Investment adviser registration
- In the industry since
- November 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aegiswealth.com
Where does Michael Treanor work?
Michael Treanor has held the title Member at Aegis Wealth Management LLC since January 2020.
Is Michael Treanor a financial advisor?
Yes. Michael Treanor has a current investment-adviser registration in Maryland, through Aegis Wealth Management since November 2015.
How many years of experience does Michael Treanor have?
Michael Treanor has 10 years in the financial industry, since November 2015, across 1 adviser firm.
What exams has Michael Treanor passed?
Michael Treanor passed the Series 7 in December 2007.
Where is Michael Treanor based?
Michael Treanor’s registered office is in Bethesda, MD.
Is Michael Treanor registered with FINRA?
No. Michael Treanor has no current broker registration.
Is Michael Treanor a CFP?
Aegis Wealth Management lists Michael Treanor with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Michael Treanor’s record?
Search CRD 5446267 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Treanor’s full registration record.
