Morgan Stanley
43yrs
Top advisor by experience in Saratoga Springs
10yrs
Ryan McLaughlin
Full name on record: Ryan Patrick McLaughlin
Financial advisor at Shade Tree Advisors
Ryan McLaughlin has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Saratoga Springs, New York. Ryan has been with Shade Tree Advisors since 2021; before that, Ryan spent four years at Merrill. Ryan holds the CFA designation.
One of 260 advisors with offices in Saratoga Springs, and one of 232 fiduciaries.
At a glance
Experience10 years (since 2017)
How that compares ?10 years in the industry
Office19 Railroad Place Suite 301, Saratoga Springs, NY 12866
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$37.6 million
Advisors at the firm20
States licensed ?1 state
Services through Shade Tree Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowShade Tree Advisors LLCCurrent firm
- 2017 – 2021MerrillPreviously
Contact Ryan
Local office(914) 391-8234Ask for Ryan. (518) 290-9460Main office 19 Railroad Place Suite 301Saratoga Springs, NY 12866Office · Get directions Firm websiteHTTP://WWW.SHADETREEADVISORS.COM
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Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ryan
How do I contact Ryan?
Call Ryan’s local office at (914) 391-8234 or the Shade Tree Advisors main office at (518) 290-9460, and ask for Ryan McLaughlin.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2017, about 10 years. 10 years in the industry.
What licenses does Ryan hold?
Series 66. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
Shade Tree Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Ryan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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