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Daniel Lovaglio

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
  • NY RA
    APPROVED
    Since 2021-08-24

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 07/2018 Present
Leverpoint Management Llc Clifton Park NY 03/2017 07/2018
Liberman & Associates Pa Fort Lauderdale FL 06/2015 11/2016
Robert Half Albany NY 02/2017 04/2017
  • 07/2018 → Present
    Shade Tree Advisors Llc
    Saratoga Springs, NY
  • 03/2017 → 07/2018
    Leverpoint Management Llc
    Clifton Park, NY
  • 06/2015 → 11/2016
    Liberman & Associates Pa
    Fort Lauderdale, FL
  • 02/2017 → 04/2017
    Robert Half
    Albany, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-17
  • S65 Uniform Investment Adviser Law Examination
    2019-08-17

View on SEC IAPD

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LPL FINANCIAL LLC

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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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