Shade Tree Advisors LLC
Shade Tree Advisors LLC (CRD# 289905) is a financial advisory firm headquartered in Saratoga Springs, NY. They manage $794,714,403 in 105 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management795MILLION
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Total Number of Accounts105ACCOUNTS
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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
Kyle Boni (CRD# 6110530) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has over 10 years of experience in the finance industry.
Jesse George (CRD# 5407852) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has over 16 years of experience in the finance industry.
Bridget Horan (CRD# 5610505) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has over 15 years of experience in the finance industry.
Adrienne Knapp (CRD# 5919105) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has over 12 years of experience in the finance industry.
Ryan McLaughlin (CRD# 6722019) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has over 7 years of experience in the finance industry.
Amanda Pierce (CRD# 6579356) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has over 8 years of experience in the finance industry.
Matthew Salisbury (CRD# 5718377) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has over 14 years of experience in the finance industry.
Amy Seagroatt (CRD# 2925982) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has over 26 years of experience in the finance industry.
Andrei Belov (CRD# 6305769) is an Investment Advisor Representative working at Shade Tree Advisors LLC in New York, NY and has over 10 years of experience in the finance industry.
Thomas Burke (CRD# 2973390) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has over 25 years of experience in the finance industry.