Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn McCarthy is an Investment Advisor Representative, currently registered with Shade Tree Advisors LLC. John has been working in the financial services industry since 2017. John has a Series 65 license, and is currently registered in New York. John is focused on providing wealth management, family office, and asset allocation services.
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.
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NY
09/12/2023 - Present
Shade Tree Advisors LLC (SARATOGA SPRINGS NY)
IA
Issued 09/11/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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