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Abigail P Rafferty

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 2024-02-16
  • NY RA
    APPROVED
    Since 2024-02-16

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
Mercer Allied Company, L.P. Albany NY 01/2020 01/2021
Tavern On The Lake At Blue Water Manor Bolton Landing NY 05/2015 08/2019
Hudson River Community Credit Union Corinth NY 05/2019 08/2019
Skidmore College Saratoga Springs NY 09/2016 01/2020
Goldman Sachs & Co. Llc Cohoes NY 01/2021 01/2024
The Ayco Company, L.P. Cohoes NY 12/2020 01/2024
Shade Tree Advisors Llc Saratoga Springs NY 01/2024 Present
  • 01/2020 → 01/2021
    Mercer Allied Company, L.P.
    Albany, NY
  • 05/2015 → 08/2019
    Tavern On The Lake At Blue Water Manor
    Bolton Landing, NY
  • 05/2019 → 08/2019
    Hudson River Community Credit Union
    Corinth, NY
  • 09/2016 → 01/2020
    Skidmore College
    Saratoga Springs, NY
  • 01/2021 → 01/2024
    Goldman Sachs & Co. Llc
    Cohoes, NY
  • 12/2020 → 01/2024
    The Ayco Company, L.P.
    Cohoes, NY
  • 01/2024 → Present
    Shade Tree Advisors Llc
    Saratoga Springs, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-05
  • S66 Uniform Combined State Law Examination
    2020-12-05

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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