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Keith R. Egbert

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 2025-04-09
  • NY RA
    APPROVED
    Since 2025-04-09

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 Saratoga Springs NY 09/2011 01/2021
Goldman Sachs & Co. Llc Cohoes NY 01/2021 04/2025
Goldman Sachs Wealth Services, L.P. Cohoes NY 07/2014 04/2025
Shade Tree Advisors Llc Saratoga Springs NY 03/2025 Present
Previous Registrations
Other Businesses

?11/2017 Independent Licensed insurance Agent; Investment Related; New York; Life/Accident & Health

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-07-27
  • S66 Uniform Combined State Law Examination
    2012-07-27

View on SEC IAPD

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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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