Michael E. Shade

THE DE BURLO GROUP

BOSTON, MA 02110-2509

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CRD#: 2305087

Professional summary

Michael Edgar Shade is a registered financial advisor currently at THE DE BURLO GROUP, INC. located in Boston, Massachusetts.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Michael has worked at 7 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Edgar Shade's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 24, 2011 - Present

THE DE BURLO GROUP, INC.

Office #1: 50 Federal St. 8th Floor, Boston, MA 02110-2509

RIA

CRD#: 153435

BOSTON, MA

Past

December 8, 2010 - December 31, 2011

BOSTON FINANCIAL TRUST ADVISORS, LLC

RIA

CRD#: 155691

BOSTON, MA

Past

February 1, 2006 - October 2, 2008

LOOMIS, SAYLES & COMPANY, L.P.

RIA

CRD#: 105377

BOSTON, MA

Past

December 5, 2003 - September 9, 2004

COLUMBIA MANAGEMENT ADVISORS, INC.

RIA

CRD#: 105842

BOSTON, MA

Past

July 6, 1993 - December 14, 1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Past

February 23, 1993 - September 9, 1993

IDS LIFE INSURANCE COMPANY

CRD#: 6321

Past

February 23, 1993 - September 9, 1993

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE DE BURLO GROUP, INC.

CRD#: 153435 / SEC#: 801-71288

RIA

Registered Investment Advisory firm - (3/1/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(3/24/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/26/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/19/1993

General Securities Representative Examination

Current Firm

THE DE BURLO GROUP, INC.

CRD#: 153435 / SEC#: 801-71288

RIA

Registered Investment Advisory firm - (3/1/2010 Approved)

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Contact information

Main Address

50 Federal St. 8th Floor, Boston, MA 02110-2509

Mailing Address

Phone number

(617) 482-0275

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THE DE BURLO GROUP, INC. PART 2A FIRM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	104
AUM (Assets Under Management)	$ 1,030,566,000

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/18/2024	Cover Page	Report
12/11/2023	Cover Page	Report
02/15/2023	Cover Page	Report
04/19/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

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Michael E. Shade

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Edgar Shade's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOSTON FINANCIAL TRUST ADVISORS, LLC

LOOMIS, SAYLES & COMPANY, L.P.

COLUMBIA MANAGEMENT ADVISORS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

THE DE BURLO GROUP, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 2/26/1993

Series 7

Date: 2/19/1993

Current Firm

THE DE BURLO GROUP, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

THE DE BURLO GROUP, INC.

TRUST BUT VERIFY

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