Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lovaglio is an Investment Advisor Representative at Shade Tree Advisors LLC. Daniel has been in the industry since 2015. Daniel is registered with the state of New York. Shade Tree Advisors LLC is a wealth management firm offering services to individuals and families. Their areas of expertise include financial planning, asset allocation, and investment management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Wealth management; family office; & asset allocation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
08/24/2021 - Present
Shade Tree Advisors LLC (SARATOGA SPRINGS NY)
IA
Issued 08/17/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Daniel Lovaglio is the right advisor for you? Invested Better is here to help.
