Bridget Horan
Professional summary
Bridget Horan, who also goes by Bridget Eileen Flynn, Bridget Eileen Horan, Bridget F. Horan, Bridget Flynn Horan, is a registered financial advisor currently at SHADE TREE ADVISORS LLC located in Milton, Georgia.
Bridget is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Bridget has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bridget Horan's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 3, 2020 - Present
SHADE TREE ADVISORS LLC
March 31, 2015 - October 30, 2020
UBS SECURITIES LLC
February 12, 2015 - October 30, 2020
UBS FINANCIAL SERVICES INC.
February 12, 2015 - October 30, 2020
UBS FINANCIAL SERVICES INC.
February 22, 2011 - September 4, 2014
GOLDMAN SACHS WEALTH SERVICES, L.P.
December 5, 2008 - September 4, 2014
MERCER ALLIED COMPANY, L.P.
Primary Firm SEC Registration
SHADE TREE ADVISORS LLC
CRD#: 289905 / SEC#: 801-111885
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/1/2023)
Exams
Current Firm
SHADE TREE ADVISORS LLC
CRD#: 289905 / SEC#: 801-111885
Contact information
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124 |
| AUM (Assets Under Management) | $ 1,025,542,386 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/25/2024 | ||
| 01/02/2024 | ||
| 11/28/2022 |
Red Flags
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