Keith R. Egbert
Investment adviser representative at Shade Tree Advisors LLC
15 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
15 years in the industry.
- Shade Tree Advisors LLCMar 2025 to now
- Goldman Sachs & Co. LLCJan 2021 to Apr 2025
- Goldman Sachs Wealth Services, L.P.Jul 2014 to Apr 2025
- The Ayco Company, L.p./mercer AlliedSep 2011 to Jan 2021
Exams passed
- Series 66 · Uniform Combined State Law2012
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
- 6006987
- Firm CRD
- 289905