Ryan McLaughlin
Shade Tree Advisors · Saratoga Springs, New York
Ryan McLaughlin 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.
Request an introduction to Ryan →
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 6722019 |
| Exams passed | Series 66 (2017) |
| Firm size | 66 employees |
| Disclosures | None reported |
| Website | www.shadetreeadvisors.com |
How Ryan's firm compares
- Shade Tree Advisors's average account is about $9.6 million, from its Form ADV (assets managed divided by 152 accounts).
Request an introduction to Ryan
Tell Ryan a little about what you're looking for. Ryan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Ryan
Is Ryan McLaughlin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan 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 Ryan charge for financial advice?
Ryan's firm, Shade Tree Advisors, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Ryan McLaughlin based?
Ryan McLaughlin is based in Saratoga Springs, New York.
What credentials does Ryan McLaughlin hold?
Ryan McLaughlin holds the CFA credential.
Is Ryan McLaughlin registered with the SEC?
Yes. Ryan McLaughlin is registered as an investment adviser representative in NY (CRD 6722019), 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 Ryan McLaughlin?
Through Ryan'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.
See something wrong? Request a correction. Read our methodology.