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Katelyn Jean Morley

Shade Tree Advisors LLC

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About Katelyn Jean Morley

Katelyn Morley is a financial advisor at Shade Tree Advisors LLC in Saratoga Springs, New York. Katelyn has been a registered representative since 2020 and has a Series 66 license. Prior to joining Shade Tree Advisors, Katelyn was a financial advisor at Goldman Sachs & Co. LLC and Mercer Allied Company, L.P. Katelyn's areas of expertise include wealth management, family office services and asset allocation.

Firm Information

Katelyn Morley is currently registered with Shade Tree Advisors LLC. Shade Tree Advisors LLC is an investment advisor registered with the SEC and headquartered in Saratoga Springs, New York. The firm offers wealth management, family office, and asset allocation services for high-net-worth individuals, pooled investment vehicles, and individuals other than high-net-worth. They manage over $794 million in regulatory assets under management.
Shade Tree Advisors LLC

19 RAILROAD PLACE

SARATOGA SPRINGS, NY 12866

$794.71M

Assets Under Management

59

Total Clients

20

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wealth management; family office; & asset allocation

Wealth management; family office; & asset allocation

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Katelyn Morley’s Registration & Firm History

NY

09/30/2021 - Present

Shade Tree Advisors LLC (SARATOGA SPRINGS NY)

NY

01/04/2021 - 08/12/2021

GOLDMAN SACHS & CO. LLC (COHOES NY)

NY

09/12/2020 - 01/04/2021

MERCER ALLIED COMPANY, L.P. (COHOES NY)

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Licenses & Designations

BOTH

Issued 10/23/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/12/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/24/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katelyn Jean Morley.
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