Unclaimed Profile

Adrienne Marie Knapp

SHADE TREE ADVISORS LLC·SARATOGA SPRINGS, New York

SIE, Series 7, Series 66Clean record12 years registeredSHADE TREE ADVISORS LLC

19 RAILROAD PLACE, SARATOGA SPRINGS, NY 12866CRD# 5919105Firm CRD# 289905

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adrienne Marie Knapp · SARATOGA SPRINGS, NY

Registration

CRD #5919105 · SHADE TREE ADVISORS LLC · 12 years registered

Brand Profile

Not yet started

Career History

SHADE TREE ADVISORS LLC

Mar 2019 – present

THE AYCO COMPANY,L.P.

Nov 2013 – Nov 2017

SARATOGA SPRINGS, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 15, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SHADE TREE ADVISORS LLC

CRD 289905 · SEC 801-111885

AUM

$795M

Regulatory assets under management

Employees

105 client accounts

Services offered by SHADE TREE ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at SHADE TREE ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Adrienne Marie Knapp offer?

Adrienne Marie Knapp specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SARATOGA SPRINGS, New York for a consultation.

What are Adrienne Marie Knapp's credentials?

Adrienne Marie Knapp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adrienne Marie Knapp located?

Adrienne Marie Knapp is based in SARATOGA SPRINGS, New York, working with SHADE TREE ADVISORS LLC. Their office serves clients in the SARATOGA SPRINGS metropolitan area and surrounding communities.

How does Adrienne Marie Knapp charge for services?

Adrienne Marie Knapp's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SHADE TREE ADVISORS LLC?

SHADE TREE ADVISORS LLC has approximately 56 employees and manages $795M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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