Michael
Lupi
Shade Tree Advisors LLC
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About this Advisor
Michael Lupi is a financial advisor based out of Saratoga Springs, New York with a total of 2 years of industry experience. Lupi is an employee of Shade Tree Advisors LLC. Their career trajectory has included roles at Shade Tree Advisors LLC, Leverpoint Management LLC, Bank Of New York Mellon and The State University Of New York At Buffalo. Lupi holds a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in New York. Shade Tree Advisors LLC is a registered investment business 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 among its 73 client accounts, making it one of the bigger firms in the United States by assets under management. Of its 73 customer accounts, 95% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Shade Tree Advisors LLC offers a wide set 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 vary depending on the financial services provided. Fees charged by Shade Tree Advisors LLC may 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
Michael Lupi Work History
Michael has been registered as a financial advisor for 2 years.*
Shade Tree Advisors LLC
Shade Tree Advisors LLC
Leverpoint Management LLC
Bank Of New York Mellon
The State University Of New York At Buffalo
*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 Michael Lupi 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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