Timothy
Macherone
Shade Tree Advisors LLC
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About this Advisor
Timothy Macherone is a financial advisor who works in Saratoga Springs, New York who has 1 year of industry experience. Macherone is an employee of Shade Tree Advisors LLC. Their career trajectory has included roles at Goldman Sachs & Co. LLC, Goldman Sachs Ayco Personal Financial Management, Shade Tree Advisors LLC and The Ayco Company, L.P./Mercer Allied. Macherone has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in New York. Shade Tree Advisors LLC is a company based out of Saratoga Springs, NY. The investment advisory business has a total of 50 financial advisors. It handles $619 million in assets across its 73 client accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 73 client accounts, 95% are associated with high-net-worth investors who have at least $1 million in assets. Shade Tree Advisors LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules usually are based on which service is provided. However, fee types charged by Shade Tree Advisors LLC likely consist of 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
Timothy Macherone Work History
Timothy has been registered as a financial advisor for 1 years.*
Shade Tree Advisors LLC
Goldman Sachs & Co. LLC
Goldman Sachs Ayco Personal Financial Management
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 Timothy Macherone 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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