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Thomas A Burke

Shade Tree Advisors LLC

Saratoga Springs, NY

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Current Employers
Shade Tree Advisors Llc

19 Railroad Place Suite 301, Saratoga Springs, NY 12866 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-05-16
  • NY RA
    APPROVED
    Since 2023-05-16

Branch Locations

19 Railroad Place Suite 301, Saratoga Springs, NY 12866 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Ayco Company, L.P./Mercer Allied Latham NY 09/1996 01/2021
Goldman Sachs Ayco Personal Financial Management Saratoga Springs NY 07/2021 05/2023
Shade Tree Advisors Llc Saratoga Springs NY 05/2023 Present
Goldman Sachs & Co. Llc Saratoga Springs NY 01/2021 05/2023
  • 09/1996 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Latham, NY
  • 07/2021 → 05/2023
    Goldman Sachs Ayco Personal Financial Management
    Saratoga Springs, NY
  • 05/2023 → Present
    Shade Tree Advisors Llc
    Saratoga Springs, NY
  • 01/2021 → 05/2023
    Goldman Sachs & Co. Llc
    Saratoga Springs, NY
Previous Registrations
Other Businesses

6/2022 Independent Licensed insurance Agent; Investment Related; AZ, CA, CT, FL, IL, MA, NC, NH, NJ & NY; Life Insurance

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-05-20
  • S63 Uniform Securities Agent State Law Examination
    1998-05-20
Other Names
  • Tom Burke

View on SEC IAPD

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NYE STREET PARTNERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC

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BONNIE MARIE BOYCE
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ALAN JAY BOGATCH
JESSICA SUZANNE NILES
STEPHEN EDWARD KRAKOWER

Other Offices

SARATOGA INVESTMENT SOLUTIONS INC. · SARATOGA SPRINGS, NY
COMMONWEALTH FINANCIAL NETWORK · Saratoga Springs, NY
JANNEY MONTGOMERY SCOTT LLC · SARATOGA SPRINGS, NY
CONTINUUM WEALTH ADVISORS, LLC · SARATOGA SPRINGS, NY
STERLING MANOR FINANCIAL, LLC · SARATOGA SPRINGS, NY
NYE STREET PARTNERS LLC · SARATOGA SPRINGS, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SARATOGA SPRINGS, NY
LPL FINANCIAL LLC · SARATOGA SPRINGS, NY

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