Kyle Paul Boni
Investment adviser representative at Shade Tree Advisors LLC
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- Shade Tree Advisors LLCOct 2017 to now
- The Ayco Company, L.p./mercer AlliedMay 2012 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 6110530
- Firm CRD
- 289905