Stephen
Cutting-Miller
Shade Tree Advisors LLC
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About this Advisor
Stephen Cutting-Miller is a financial advisor based in Saratoga Springs, New York with a total of 1 year of relevant experience. Cutting-Miller is currently employed by Shade Tree Advisors LLC. Their career trajectory has included roles at Continuum Wealth Advisors, LLC, Witt Constructions, Inc, Bouchey Financial Group, LTD, Three Group, Continuum Tax Advisors, LLC, Shade Tree Advisors LLC and Independent Family Office LLC. Cutting-Miller maintains Series 63, Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in New York. Shade Tree Advisors LLC is an advisory firm based out of Saratoga Springs, NY. The firm has a total of 50 financial advisors. It handles $619 million in assets among its 73 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 73 customer accounts, 95% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Shade Tree Advisors LLC provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules typically are based on which services the firm provides the client. However, fee types billed by Shade Tree Advisors LLC may include 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
Stephen Cutting-Miller Work History
Stephen has been registered as a financial advisor for 1 years.*
Shade Tree Advisors LLC
Continuum Wealth Advisors, LLC
Bouchey Financial Group, LTD
Three Group
Independent Family Office LLC
Continuum Tax Advisors, LLC
Continuum Wealth Advisors, LLC
Witt Constructions, Inc
*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 Stephen Cutting-Miller 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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