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RIA / WealthAdvisor17 years in industry

BRIDGET HORAN

Advisor at SHADE TREE ADVISORS LLC

Milton, GA | SARATOGA SPRINGS, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:214c0467-2878-bd32-3dc2-790e932f897e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Feb 22, 2011 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Bridget Horan

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SHADE TREE ADVISORS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 5, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Mar 5, 2009
First registration: Feb 22, 2011
Dual registered: no
Other names: BRIDGET EILEEN FLYNN|BRIDGET EILEEN HORAN|BRIDGET F. HORAN|BRIDGET FLYNN HORAN
IAPD individual key: 5610505

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SHADE TREE ADVISORS LLC	Independent wealth	Aug 1, 2023	n/a	yes	SARATOGA SPRINGS, NY\|Milton, GA	Current employment
UBS FINANCIAL SERVICES INC.	Wirehouse	Feb 12, 2015	Oct 30, 2020	no	NASHVILLE, TN\|WEEHAWKEN, NJ\|Durham, NC	Previous registration
GOLDMAN SACHS WEALTH SERVICES, L.P.	Bd affiliated wealth	Feb 22, 2011	Sep 4, 2014	no	LATHAM, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
UBS FINANCIAL SERVICES INC.	SHADE TREE ADVISORS LLC	Oct 30, 2020	Aug 1, 2023	1,005	Firm change after gap	Wirehouse to RIA
GOLDMAN SACHS WEALTH SERVICES, L.P.	UBS FINANCIAL SERVICES INC.	Sep 4, 2014	Feb 12, 2015	161	Firm change	Other

Relationships

Registered with (3)

→ SHADE TREE ADVISORS LLCRegistered adviserregistration: current employment
Aug 1, 2023 to presentfactForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Feb 12, 2015 to Oct 30, 2020factForm ADV
→ GOLDMAN SACHS WEALTH SERVICES, L.P.Registered adviserregistration: previous registration
Feb 22, 2011 to Sep 4, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:214c0467-2878-bd32-3dc2-790e932f897e
First observed: Feb 22, 2011
Last observed: Sep 15, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BRIDGET HORAN

Advisor at SHADE TREE ADVISORS LLC

Milton, GA | SARATOGA SPRINGS, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:214c0467-2878-bd32-3dc2-790e932f897e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:15 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

SHADE TREE ADVISORS LLC

Independent wealth

Aug 1, 2023

n/a

yes

SARATOGA SPRINGS, NY|Milton, GA

Current employment

UBS FINANCIAL SERVICES INC.

Wirehouse

Feb 12, 2015

Oct 30, 2020

NASHVILLE, TN|WEEHAWKEN, NJ|Durham, NC

Previous registration

GOLDMAN SACHS WEALTH SERVICES, L.P.

Bd affiliated wealth

Feb 22, 2011

Sep 4, 2014

LATHAM, NY

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

UBS FINANCIAL SERVICES INC.

SHADE TREE ADVISORS LLC

Oct 30, 2020

Aug 1, 2023

1,005

Firm change after gap

Wirehouse to RIA

GOLDMAN SACHS WEALTH SERVICES, L.P.

UBS FINANCIAL SERVICES INC.

Sep 4, 2014

Feb 12, 2015

161

Firm change

Other