Bridget Horan
Investment adviser representative at Shade Tree Advisors LLC
11 yearsExperience
1 stateRegistered in
$1.5BFirm assets
8 yearsFirm in business
Are you Bridget Horan? Claim your profile
Contact this firm
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
11 years in the industry.
- Shade Tree Advisors LLCNov 2020 to now
- UBS Financial ServicesFeb 2015 to Oct 2020
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 5610505
- Firm CRD
- 289905