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Financial ADVSR advisor directory · SEC adviser records

Shade Tree Partners LLC financial advisors

Every SEC-registered investment adviser representative at Shade Tree Partners LLC, by the state and city of the office they work from.

3 registered advisors work at Shade Tree Partners LLC, in 1 state and 1 city; the most are in Dallas, TX (3). 0 list the CFP designation and 0 are also registered broker representatives.

Search every Shade Tree Partners LLC advisor by name →

Cities with the most Shade Tree Partners LLC advisors

Dallas, TX 3

Shade Tree Partners LLC advisors by state

Shade Tree Partners LLC in Texas 3

Dallas 3

Questions

How many financial advisors does Shade Tree Partners LLC have?

3 investment adviser representatives are registered with Shade Tree Partners LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 0 list the CFP designation and 0 are also registered as broker representatives.

Where does Shade Tree Partners LLC have the most advisors?

Dallas, TX, with 3 registered advisors. By state, Texas has the most, with 3.

How do I find a Shade Tree Partners LLC financial advisor near me?

Pick your state below, then your city, to see every Shade Tree Partners LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Shade Tree Partners LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →