Katelyn Morley (CRD# 6935255) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has over 3 years of experience in the finance industry.
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
CRD# 1476297
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Shade Tree Advisors LLC | Satatoga Springs, NY | Aug 2021 - Current | 2 |
| Goldman Sachs & Company LLC | Cohoes, NY | Jan 2021 - Aug 2021 | < 1 |
| The Ayco Company, L.p./mercer Allied | Latham, NY | Jun 2020 - Jan 2021 | < 1 |
| The Ayco Company, LP | Latham, NY | Mar 2019 - May 2020 | 1 |
| Siena College | Loudonville, NY | Sep 2017 - May 2020 | 2 |
| Siena College | Loudonville, NY | Sep 2016 - May 2020 | 3 |
| Town Of Cheshire; Community Pool | Cheshire, CT | Apr 2013 - Aug 2018 | 5 |
| Cheshire High School | Cheshire, CT | Aug 2012 - Jun 2016 | 3 |
| Frankies Fast Food | Meriden, CT | Dec 2014 - Jan 2016 | 1 |
| Maritime Motors | Fairfield, CT | May 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2020 |
- NY
-
Total Assets Under Management795MILLIONS
-
Total Number of Accounts105ACCOUNTS
-
Average Account Value$7,568,709
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
CA, CT, FL, GA, NH, NY, TX
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