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.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Shade Tree Advisors LLC | Saratoga Springs, NY | Nov 2017 - Current | 6 |
The Ayco Company, L.p./mercer Allied | Saratoga Springs, NY | Mar 2001 - Nov 2017 | 16 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1997 |
- 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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