Abigail P Rafferty
Investment adviser representative at Shade Tree Advisors LLC
11 yearsExperience
1 stateRegistered in
$1.5BFirm assets
8 yearsFirm in business
Are you Abigail P Rafferty? 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 LLCJan 2024 to now
- Goldman Sachs & Co. LLCJan 2021 to Jan 2024
- The Ayco Company, L.P.Dec 2020 to Jan 2024
- Mercer Allied Company, L.P.Jan 2020 to Jan 2021
- Hudson River Community Credit UnionMay 2019 to Aug 2019
- Skidmore CollegeSep 2016 to Jan 2020
- Tavern On the Lake At Blue Water ManorMay 2015 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7221131
- Firm CRD
- 289905