Amy Seagroatt
Shade Tree Advisors · Saratoga Springs, New York
Amy Seagroatt is a fee-only financial advisor at Shade Tree Advisors in Saratoga Springs, New York, who holds the CFA credential. Shade Tree Advisors reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Shade Tree Advisors |
|---|---|
| Based in | Saratoga Springs, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $1.45B across 152 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY · CRD 2925982 |
| Exams passed | Series 63 (1997) |
| Firm size | 66 employees |
| Disclosures | None reported |
| Website | www.shadetreeadvisors.com |
How Amy's firm compares
- Shade Tree Advisors's average account is about $9.6 million, from its Form ADV (assets managed divided by 152 accounts).
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Questions about Amy
Is Amy Seagroatt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and Shade Tree Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amy charge for financial advice?
Amy's firm, Shade Tree Advisors, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Amy Seagroatt based?
Amy Seagroatt is based in Saratoga Springs, New York.
What credentials does Amy Seagroatt hold?
Amy Seagroatt holds the CFA credential.
Is Amy Seagroatt registered with the SEC?
Yes. Amy Seagroatt is registered as an investment adviser representative in NY (CRD 2925982), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Shade Tree Advisors manage?
Shade Tree Advisors reports $1.45B across 152 accounts in assets under management.
How do I contact Amy Seagroatt?
Through Amy's website, www.shadetreeadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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