Matthew
Salisbury

Shade Tree Advisors LLC

CRD#5718377
Investment Advisor
in Saratoga Springs, NY

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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

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

19 Railroad Place Suite 301
Saratoga Springs, NY 12866

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Shade Tree Advisors LLC Brokerage Details

Total Assets Under Management

$619,010,700

NY Average: $7,464,549,021
Total Number of Employees

50

NY Average: 88
Total Number of Accounts

73

NY Average: 3,892
Average Account Size

$8,479,599

NY Average: $1,917,921

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.*

2019 - Present (5 years)

Shade Tree Advisors LLC

2009 - 2019 (10 years)

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

Amanda Pierce
Saratoga Springs, NY
Kyle Boni
Saratoga Springs, NY
Daniel Lovaglio
Saratoga Springs, NY
Ryan Mclaughlin
Saratoga Springs, NY
Katelyn Morley
Saratoga Springs, NY
Thomas Hogan
Saratoga Springs, NY
Stephen Cutting-Miller
Saratoga Springs, NY
Zachary Scala
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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