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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Hogan is an Investment Advisor Representative with Shade Tree Advisors LLC. Thomas is registered in Connecticut and New York, and has been in the industry since July 2020. Thomas Hogan is a Series 65 Licensee and holds a Uniform Investment Adviser Law Examination certificate. Thomas has a history of working in the financial services industry with various employers, including Hudson Falls Central Schools, Fairfield University, Direct Wines and Andersen.
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
11/15/2022 - Present
Shade Tree Advisors LLC (SARATOGA SPRINGS NY)
IA
Issued 11/15/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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