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Amy Sue Seagroatt

SHADE TREE ADVISORS LLC·SARATOGA SPRINGS, New York
Unclaimed Profile
19 RAILROAD PLACE, SARATOGA SPRINGS, NY 12866CRD# 2925982Firm CRD# 289905
01

About

Amy Sue Seagroatt is a registered financial advisor based in SARATOGA SPRINGS, New York, affiliated with SHADE TREE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
SHADE TREE ADVISORS LLC
SHADE TREE ADVISORS LLC
AUM
$795M
Regulatory assets under management
Employees
56
Total firm employees
View all advisors at SHADE TREE ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2925982
Firm CRD# 289905
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Amy Sue Seagroatt offer?
Amy Sue Seagroatt specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SARATOGA SPRINGS, New York for a consultation.
What are Amy Sue Seagroatt's credentials?
Amy Sue Seagroatt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Sue Seagroatt located?
Amy Sue Seagroatt 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 Amy Sue Seagroatt charge for services?
Amy Sue Seagroatt'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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