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John Gordon Mccarthy

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 2023-09-12
  • NY RA
    APPROVED
    Since 2023-09-12

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
Shade Tree Advisors Llc Saratoga Springs NY 06/2021 Present
Skidmore College Saratoga Springs NY 09/2017 06/2021
Northwestern Mutual Boston MA 05/2020 08/2020
Work Inc Dorchester MA 06/2019 08/2019
Full Time Student Dedham MA 06/2012 09/2017
  • 06/2021 → Present
    Shade Tree Advisors Llc
    Saratoga Springs, NY
  • 09/2017 → 06/2021
    Skidmore College
    Saratoga Springs, NY
  • 05/2020 → 08/2020
    Northwestern Mutual
    Boston, MA
  • 06/2019 → 08/2019
    Work Inc
    Dorchester, MA
  • 06/2012 → 09/2017
    Full Time Student
    Dedham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-11
  • S65 Uniform Investment Adviser Law Examination
    2023-09-11
Other Names
  • Jake Mccarthy

View on SEC IAPD

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

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BONNIE MARIE BOYCE
JEFFREY CHARLES VAHANIAN
CAMERON VICTORIA CORSI
Cory Matthew Larmour
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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