Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Scala is a registered Investment Advisor Representative with Shade Tree Advisors LLC. Zachary is a Series 65 licensed professional who joined Shade Tree Advisors in 2018. Zachary is based out of Saratoga Springs, NY and has been actively involved in the financial services industry since 2014. Zachary specializes in wealth management, family office, and asset allocation. Zachary is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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
08/19/2021 - Present
Shade Tree Advisors LLC (SARATOGA SPRINGS NY)
IA
Issued 11/04/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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