Madeline
Mahon
Shade Tree Advisors LLC
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About this Advisor
Madeline Mahon is a financial advisor who works in Saratoga Springs, New York with 2 years of relevant experience. Mahon currently works for Shade Tree Advisors LLC. During their career, Mahon has held roles at The Ayco Company, L.P./Mercer Allied, Bae Systems, Inc, Fedex Ground, Binghamton University, State University Of New York, Independent Health Branch Ymca, Pautler'S Drive-In Of Clarence, Williamsville East High School, Amherst Soccer Association, Goldman Sachs & Co. LLC and Shade Tree Advisors LLC. Mahon has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in New York. Shade Tree Advisors LLC is an advisory business based out of Saratoga Springs, NY. It has a total of 50 advisors. It manages $619 million in total assets across its 73 client accounts, placing it among the bigger financial advisory firms in the nation by assets under management. Of its 73 client accounts, 95% are held by high-net-worth individuals who have greater than $1 million in assets. The firm has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules usually depend on which services the firm provides the client. However, fee types charged by Shade Tree Advisors LLC most likely are comprised of any combination of 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
Madeline Mahon Work History
Madeline has been registered as a financial advisor for 2 years.*
Goldman Sachs & Co. LLC
Shade Tree Advisors LLC
The Ayco Company, L.P./Mercer Allied
Bae Systems, Inc
Fedex Ground
Pautler'S Drive-In Of Clarence
Independent Health Branch Ymca
Independent Health Branch Ymca
Binghamton University, State University Of New York
Pautler'S Drive-In Of Clarence
Amherst Soccer Association
Williamsville East High School
*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 Madeline Mahon 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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