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Heather Fox

Nye Street Partners LLC

Saratoga Springs, NY

CRD 5731494

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Employer firm

Nye Street Partners LLC CRD 316056

$9.98M regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • FINANCIAL ADVISORY AND FAMILY OFFICE SERVICES

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

Current Employers
Nye Street Partners Llc

18 Division St Unit 301, Saratoga Springs, NY 12866 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-09-15
  • NY RA
    APPROVED
    Since 2021-09-15

Branch Locations

18 Division St Unit 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
The Ayco Company, L.P./Mercer Allied Saratoga Springs NY 10/2008 09/2017
Shade Tree Advisors Saratoga Springs NY 01/2019 07/2021
Bender Lane Advisory Albany NY 09/2017 01/2019
The Ayco Company Lp Saratoga Springs NY 10/2008 09/2017
Nye Street Partners Llc Saratoga Springs NY 07/2021 Present
  • 10/2008 → 09/2017
    The Ayco Company, L.P./Mercer Allied
    Saratoga Springs, NY
  • 01/2019 → 07/2021
    Shade Tree Advisors
    Saratoga Springs, NY
  • 09/2017 → 01/2019
    Bender Lane Advisory
    Albany, NY
  • 10/2008 → 09/2017
    The Ayco Company Lp
    Saratoga Springs, NY
  • 07/2021 → Present
    Saratoga Springs, NY
Previous Registrations
Other Businesses

Serves as an employee of single family offices in addition to Nye Street Partners providing tax and accounting services to the SFOs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-05-10
  • S66 Uniform Combined State Law Examination
    2010-05-10
Designations
  • Certified Financial Planner
Other Names
  • Heather Marie Fox

View on SEC IAPD

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