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Zachary Scala

Shade Tree Advisors LLC

Saratoga Springs, NY

CRD 7154318

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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
NY RA APPROVED 2021-08-19
  • NY RA
    APPROVED
    Since 2021-08-19

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
University Of Binghamton Binghamton NY 08/2014 12/2017
The Rathskeller Binghamton NY 01/2018 05/2018
  • 07/2018 → Present
    Shade Tree Advisors Llc
    Saratoga Springs, NY
  • 08/2014 → 12/2017
    University Of Binghamton
    Binghamton, NY
  • 01/2018 → 05/2018
    The Rathskeller
    Binghamton, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-04
  • S65 Uniform Investment Adviser Law Examination
    2019-11-04

View on SEC IAPD

Nearby Firms

SARATOGA INVESTMENT SOLUTIONS INC.
COMMONWEALTH FINANCIAL NETWORK
JANNEY MONTGOMERY SCOTT LLC

Nearby Investors

CYNTHIA ELIZABETH ZALEWSKY
BONNIE MARIE BOYCE
JEFFREY CHARLES VAHANIAN

Nearby Offices

SARATOGA INVESTMENT SOLUTIONS INC. · SARATOGA SPRINGS, NY
COMMONWEALTH FINANCIAL NETWORK · Saratoga Springs, NY
JANNEY MONTGOMERY SCOTT LLC · SARATOGA SPRINGS, NY

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