Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Salisbury is a registered Investment Advisor Representative with Shade Tree Advisors LLC. Matthew Salisbury has been in the financial services industry since 2009. Matthew Salisbury holds licenses in New York and Texas. Matthew Salisbury has experience with Mercer Allied Company, L.P. Prior to joining Shade Tree Advisors LLC, Matthew Salisbury was a Registered Representative with Mercer Allied Company, L.P.
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
05/16/2022 - Present
Shade Tree Advisors LLC (SARATOGA SPRINGS NY)
NY
12/18/2009 - 08/13/2019
MERCER ALLIED COMPANY, L.P. (SARATOGA SPRINGS NY)
BOTH
Issued 04/20/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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