Shade Tree Advisors LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 289905
- SEC number
- 801-111885
- Firm type
- RIA
- Assets under management
- $1.5B as of Mar 30, 2026
- Website
- www.shadetreeadvisors.com ↗
- Phone
- 518-290-9460
- Address
- 19 Railroad Place, Saratoga Springs, NY, 12866
Advisors at this firm
20 in our index · page 1 of 1
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Andrei A BelovCRD 6305769 · Saratoga Springs, NYIA Registered
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Kyle Paul BoniCRD 6110530 · Saratoga Springs, NYIA RegisteredRegistration inactive
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Thomas A BurkeCRD 2973390 · Saratoga Springs, NYIA RegisteredRegistration inactive
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Stephen Michael Cutting-MillerCRD 3259043 · Saratoga Springs, NYIA Registered
-
Keith R. EgbertCRD 6006987 · Saratoga Springs, NYIA RegisteredRegistration inactive
-
Jesse Oak GeorgeCRD 5407852 · Saratoga Springs, NYIA RegisteredRegistration inactive
-
Bridget HoranCRD 5610505 · Milton, GAIA RegisteredRegistration inactive
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Joshua HipwellCRD 8109220 · Saratoga Springs, NYIA Registered
-
Thomas HoganCRD 7598687 · Saratoga Springs, NYIA Registered
-
Mark Crawford JensenCRD 7376562 · Saratoga Springs, NYIA RegisteredRegistration inactive
-
Madeline Grace JohnsonCRD 6997629 · Saratoga Springs, NYIA RegisteredRegistration inactive
-
Adrienne Marie KnappCRD 5919105 · Saratoga Springs, NYIA RegisteredRegistration inactive
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Matthew Thomas LawsonCRD 5211852 · Saratoga Springs, NYIA RegisteredRegistration inactive
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Daniel LovaglioCRD 7153021 · Saratoga Springs, NYIA Registered
-
John Gordon MccarthyCRD 7220087 · Saratoga Springs, NYIA Registered
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Ryan Patrick MclaughlinCRD 6722019 · Saratoga Springs, NYIA RegisteredRegistration inactive
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Abigail P RaffertyCRD 7221131 · Saratoga Springs, NYIA RegisteredRegistration inactive
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Matthew Todd SalisburyCRD 5718377 · Saratoga Springs, NYIA RegisteredRegistration inactive
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Zachary ScalaCRD 7154318 · Saratoga Springs, NYIA Registered
-
Amy Sue SeagroattCRD 2925982 · Saratoga Springs, NYIA RegisteredRegistration inactive
1–20 of 20
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 289905 ↗
FINRA BrokerCheck record for firm CRD 289905 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.