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
George Ghobriel (CRD# 7118235) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has over 2 years of experience in the finance industry.
Thomas Hogan (CRD# 7598687) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has 1 year of experience in the finance industry.
Daniel Lovaglio (CRD# 7153021) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has over 4 years of experience in the finance industry.
Michael Lupi (CRD# 7158754) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has over 4 years of experience in the finance industry.
Timothy Macherone (CRD# 5015484) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has over 17 years of experience in the finance industry.
Madeline Mahon (CRD# 6997629) is an Investment Advisor Representative working at Shade Tree Advisors LLC in New York, NY and has over 4 years of experience in the finance industry.
John McCarthy (CRD# 7220087) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has 1 year of experience in the finance industry.
Katelyn Morley (CRD# 6935255) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has over 3 years of experience in the finance industry.
Zachary Scala (CRD# 7154318) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has over 4 years of experience in the finance industry.