Daniel
Lovaglio
Shade Tree Advisors LLC
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About this Advisor
Daniel Lovaglio is a financial advisor based in Saratoga Springs, New York who has 2 years of relevant experience. Lovaglio works at Shade Tree Advisors LLC. Lovaglio has gained experience at Shade Tree Advisors LLC, Leverpoint Management LLC, Liberman & Associates Pa, University Of Albany and Robert Half. Lovaglio has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to advise clients in New York. Shade Tree Advisors LLC is an advisory company that has its headquarters in Saratoga Springs, NY. The company has a total of 50 people on staff. It has $619 million in assets under management between its 73 accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 73 accounts, 95% are held by high-net-worth individuals who have at least $1 million in investable assets. Shade Tree Advisors LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors typically are based on which services the firm provides the client. Fee types billed by Shade Tree Advisors LLC likely include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Shade Tree Advisors LLC Brokerage Details
$619,010,700
50
73
$8,479,599
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Daniel Lovaglio Work History
Daniel has been registered as a financial advisor for 2 years.*
Shade Tree Advisors LLC
Leverpoint Management LLC
Robert Half
Liberman & Associates Pa
University Of Albany
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Lovaglio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Shade Tree Advisors LLC
Saratoga Springs, NY
Saratoga Springs, NY
Saratoga Springs, NY
Saratoga Springs, NY
Saratoga Springs, NY
Saratoga Springs, NY
Saratoga Springs, NY
Saratoga Springs, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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