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Bridget Horan

Shade Tree Advisors LLC

Saratoga Springs, NY

Milton, GA

CRD 5610505

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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
GA RA APPROVED 2023-08-01
  • GA RA
    APPROVED
    Since 2023-08-01

Branch Locations

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

Milton, GA • 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
Ubs Financial Services Nashville TN 02/2015 10/2020
Shade Tree Advisors Saratoga Springs NY 11/2020 Present
  • 02/2015 → 10/2020
    Ubs Financial Services
    Nashville, TN
  • 11/2020 → Present
    Shade Tree Advisors
    Saratoga Springs, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-03-05
  • S66 Uniform Combined State Law Examination
    2009-03-05
Other Names
  • Bridget Eileen Flynn
  • Bridget Eileen Horan
  • Bridget F. Horan
  • Bridget Flynn Horan

View on SEC IAPD

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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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