Thomas A Burke
Investment adviser representative at Shade Tree Advisors LLC
30 yearsExperience
1 stateRegistered in
$1.5BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- Shade Tree Advisors LLCMay 2023 to now
- Goldman Sachs Ayco Personal Financial ManagementJul 2021 to May 2023
- Goldman Sachs & Co. LLCJan 2021 to May 2023
- The Ayco Company, L.p./mercer AlliedSep 1996 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 1 state (NY).
Shade Tree Advisors LLC
$1.5BAssets managed
34Clients
20Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2973390
- Firm CRD
- 289905