Matthew
Salisbury
Shade Tree Advisors LLC
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About this Advisor
Matthew Salisbury is a financial advisor based in Saratoga Springs, New York with a total of 2 years of industry experience. Salisbury is an employee of Shade Tree Advisors LLC. During their career, the advisor has held roles at The Ayco Company, L.P./Mercer Allied and Shade Tree Advisors LLC. Salisbury has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in New York and Texas. Shade Tree Advisors LLC is an advisory company based out of Saratoga Springs, NY. It has a total of 50 financial advisors. It manages $619 million in assets among its 73 client accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 73 client accounts, 95% belong to high-net-worth individuals who have at least $1 million in assets. The advisory firm has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fees typically are based on which service is offered. Fees billed by Shade Tree Advisors LLC likely include some blend 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
Matthew Salisbury Work History
Matthew has been registered as a financial advisor for 2 years.*
Shade Tree Advisors LLC
The Ayco Company, L.P./Mercer Allied
*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 Matthew Salisbury 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
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