Financial ADVSR advisor directory · SEC adviser records
Shade Tree Advisors LLC financial advisors in Saratoga Springs, NY
Every SEC-registered investment adviser representative at a Shade Tree Advisors LLC office in Saratoga Springs, A to Z.
The short answer
18 registered advisors work at Shade Tree Advisors LLC in Saratoga Springs, out of 18 at the firm nationwide; it ranks number 5 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Shade Tree Advisors LLC advisors in Saratoga Springs, A to Z
Every Shade Tree Advisors LLC advisor →- Andrei A. BelovChartered Financial Analyst
- Kyle P. BoniInvestment adviser rep
- Thomas A. BurkeInvestment adviser rep
- Keith R. EgbertInvestment adviser rep
- Jesse O. GeorgeInvestment adviser rep
- Joshua HipwellInvestment adviser rep
- Thomas HoganInvestment adviser rep
- Bridget HoranInvestment adviser rep
- Mark C. JensenInvestment adviser rep
- Madeline G. JohnsonInvestment adviser rep
- Adrienne M. KnappInvestment adviser rep
- Matthew T. LawsonInvestment adviser rep
- Daniel LovaglioInvestment adviser rep
- John G. McCarthy Jr.Investment adviser rep
- Abigail P. RaffertyInvestment adviser rep
- Matthew T. SalisburyInvestment adviser rep
- Zachary ScalaInvestment adviser rep
- Amy S. SeagroattChartered Financial Analyst
Shade Tree Advisors LLC advisors in every city and state →Shade Tree Advisors LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Saratoga Springs
All Saratoga Springs advisors →Morgan Stanley 23Rockefeller Financial LLC 22Merrill Lynch, Pierce, Fenner & Smith Incorporated 19Goldman Sachs Wealth Services, L.P. 18Rockefeller Capital Management 12LPL Financial LLC 10Quartz Partners Investment Management 10Cerity Partners LLC 7King Wealth Management Group, LLC 7Wells Fargo Clearing Services, LLC 7Commonwealth Financial Network 6Lifegoal Investments, LLC 6
Questions
How many financial advisors does Shade Tree Advisors LLC have in Saratoga Springs?
18 investment adviser representatives are registered at Shade Tree Advisors LLC offices in Saratoga Springs, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 18 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Shade Tree Advisors LLC one of the largest advisor employers in Saratoga Springs?
Shade Tree Advisors LLC ranks number 5 in Saratoga Springs by registered advisors; Morgan Stanley has the most, with 23.
How do I check a Shade Tree Advisors LLC advisor in Saratoga Springs?
Each advisor below 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. Advisors are listed at the city of the Shade Tree Advisors LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.