![Timothy Macherone, financial advisor Saratoga Springs NY](/img/ws/profile-blank-sq.png)
Timothy Macherone (CRD# 5015484) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has over 18 years of experience in the finance industry.
![Joseph Abed El Latif, financial advisor Saratoga Springs NY](/img/ws/profile-blank-sq.png)
CRD# 6091481
The Ayco Company, LP
![Anthony Accetta, financial advisor Saratoga Springs NY](/img/ws/profile-blank-sq.png)
CRD# 5123632
Cetera Investment Advisers LLC
![Lawrence Agler, financial advisor Saratoga Springs NY](/img/ws/profile-blank-sq.png)
CRD# 1476297
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Shade Tree Advisors LLC | Saratoga Springs, NY | Feb 2022 - Current | 2 |
Goldman Sachs Ayco Personal Financial Management | Cohoes, NY | Jul 2021 - Apr 2022 | < 1 |
Goldman Sachs & Company LLC | Cohoes, NY | Jan 2021 - Apr 2022 | 1 |
The Ayco Company, L.p./mercer Allied | Saratoga Springs, NY | Jun 2004 - Jan 2021 | 16 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2006 |
- 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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