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Michael Grady Robertson

Shelterbelt Advisors

Red Hook, NY

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Current Employers
Shelterbelt Advisors

Red Hook, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-07-29
  • NY RA
    APPROVED
    Since 2024-07-29

Branch Locations

Red Hook, 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
Taconic Advisors, Inc. Saugerties NY 05/2022 12/2022
Sawkill Farm Red Hook NY 10/2010 Present
Ny Farmnet Ithaca NY 09/2021 Present
Grows On Trees, Llc Red Hook NY 01/2024 Present
  • 05/2022 → 12/2022
    Taconic Advisors, Inc.
    Saugerties, NY
  • 10/2010 → Present
    Sawkill Farm
    Red Hook, NY
  • 09/2021 → Present
    Ny Farmnet
    Ithaca, NY
  • 01/2024 → Present
    Grows On Trees, Llc
    Red Hook, NY
Previous Registrations
Other Businesses

Sawkill Farm - Livestock Farm - 77700 Albany Post Road, Red Hook, NY 12571 - owner/operator since 10/2010 - works 10 hrs./week (0 during trading hours) - farming management - not investment related; NY FARMNET - provides consultation services for NY farmers - 350 Warren Hall, Ithaca, NY 14853 - Farm Financial Consultant -start date 9/2021 - works 5-10 hrs./week (0 during trading hours) - provides free and confidential business plan consulting to NY farmers - not investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-09
  • S65 Uniform Investment Adviser Law Examination
    2022-09-09
Designations

View on SEC IAPD

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