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Thomas A Burke

Shade Tree Advisors LLC

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About Thomas A Burke

Thomas Burke is an investment advisor representative with Shade Tree Advisors LLC. Thomas has been in the industry since 1998 and has experience with Goldman Sachs & Co. LLC. He has a Series 3, 7, and 63. Thomas is a registered investment advisor representative in New York. Thomas has a strong background in providing wealth management, family office, and asset allocation services. He is also a licensed insurance agent in several states. Thomas's specialties include wealth management, family office, and asset allocation services. Thomas is committed to providing personalized and comprehensive financial advice to help his clients achieve their financial goals.

Firm Information

Thomas Burke 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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Thomas Burke’s Registration & Firm History

NY

05/16/2023 - Present

Shade Tree Advisors LLC (SARATOGA SPRINGS NY)

NY

01/04/2021 - 06/06/2023

GOLDMAN SACHS & CO. LLC (SARATOGA SPRINGS NY)

NY

02/03/1998 - 01/04/2021

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

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Licenses & Designations

BC

Issued 05/20/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/14/2021

Series 3 - National Commodity Futures Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas A Burke.
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