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Madeline Grace Johnson

Shade Tree Advisors LLC

Saratoga Springs, NY

Forest Hills, NY

CRD 6997629

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Employer firm

Shade Tree Advisors LLC CRD 289905

$1.45B regulatory AUM 63 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • WEALTH MANAGEMENT; FAMILY OFFICE; & ASSET ALLOCATION

From the firm’s Form ADV. Read the guides:

Current Employers
Shade Tree Advisors Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-05-14
NY RA APPROVED 2021-09-30
  • TX RA
    APPROVED_RES
    Since 2026-05-14
  • NY RA
    APPROVED
    Since 2021-09-30

Branch Locations

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

Forest Hills, NY • 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
Goldman Sachs & Co. Saratoga Springs NY 06/2018 09/2021
Bae Systems, Inc. Endicott NY 08/2017 05/2018
Fedex Ground Coraopolis PA 06/2017 07/2017
Binghamton University, State University Of New York Binghamton NY 09/2014 05/2018
Goldman Sachs Ayco Personal Financial Management Cohoes NY 05/2020 09/2021
Shade Tree Advisors Llc Saratoga Springs NY 09/2021 Present
  • 06/2018 → 09/2021
    Goldman Sachs & Co.
    Saratoga Springs, NY
  • 08/2017 → 05/2018
    Bae Systems, Inc.
    Endicott, NY
  • 06/2017 → 07/2017
    Fedex Ground
    Coraopolis, PA
  • 09/2014 → 05/2018
    Binghamton University, State University Of New York
    Binghamton, NY
  • 05/2020 → 09/2021
    Goldman Sachs Ayco Personal Financial Management
    Cohoes, NY
  • 09/2021 → Present
    Saratoga Springs, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-09
  • S66 Uniform Combined State Law Examination
    2019-08-09
Other Names
  • Madeline Mahon
  • Madeline Mahon

View on SEC IAPD

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