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Amanda Elisabeth Pierce

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 2021-04-19
  • NY RA
    APPROVED
    Since 2021-04-19

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
The Ayco Company, L.P./Mercer Allied Saratoga Springs NY 01/2013 01/2021
Ayco/Goldman Sachs & Co. Llc Cohoes NY 01/2021 03/2021
Shade Tree Advisors Llc Saratoga Springs NY 03/2021 Present
  • 01/2013 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Saratoga Springs, NY
  • 01/2021 → 03/2021
    Ayco/Goldman Sachs & Co. Llc
    Cohoes, NY
  • 03/2021 → Present
    Shade Tree Advisors Llc
    Saratoga Springs, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-19
  • S66 Uniform Combined State Law Examination
    2016-01-19

View on SEC IAPD

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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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