Stephen Michael Cutting-Miller

Employer firm

Shade Tree Advisors LLC CRD 289905

$1.45B regulatory AUM 63 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• WEALTH MANAGEMENT; FAMILY OFFICE; & ASSET ALLOCATION

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 02/2017
  Continuum Wealth Advisors, Llc
  Saratoga Springs, NY
• 01/2021 → 02/2022
  Continuum Wealth Advisors, Llc
  Saratoga Springs, NY
• 02/2019 → 01/2021
  Bouchey Financial Group, Ltd
  Saratoga Springs, NY
• 05/2018 → 12/2018
  Three Group
  Saratoga Springs, NY
• 02/2017 → 05/2018
  Independent Family Office Llc
  Albany, NY
• 01/2016 → 12/2022
  Continuum Tax Advisors, Llc
  Saratoga Springs, NY
• 02/2022 → Present
  Shade Tree Advisors Llc
  Saratoga Springs, NY

Previous Registrations

• 2021-09-03 → 2022-02-07
  Continuum Wealth Advisors, Llc
  Saratoga Springs, NY
• 2016-01-04 → 2017-02-14
  Continuum Wealth Advisors, Llc
  Saratoga Springs, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-12-22
• S66 Uniform Combined State Law Examination
  2015-06-24
• S63 Uniform Securities Agent State Law Examination
  2000-06-24

Other Names

• Stephen Michael Cutting