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Kyle Paul Boni

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 2021-08-24
TX RA APPROVED_RES 2020-01-30
  • NY RA
    APPROVED
    Since 2021-08-24
  • TX RA
    APPROVED_RES
    Since 2020-01-30

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 05/2012 09/2017
Shade Tree Advisors Llc Saratoga Springs NY 10/2017 Present
  • 05/2012 → 09/2017
    The Ayco Company, L.P./Mercer Allied
    Saratoga Springs, NY
  • 10/2017 → Present
    Shade Tree Advisors Llc
    Saratoga Springs, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-06-01
  • S66 Uniform Combined State Law Examination
    2013-06-01

View on SEC IAPD

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CONTINUUM WEALTH ADVISORS, LLC · SARATOGA SPRINGS, NY
STERLING MANOR FINANCIAL, LLC · SARATOGA SPRINGS, NY
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