Michael Shade is a financial professional at The De Burlo Group, Inc., a $520M RIA based in Boston, MA. Michael has held an industry securities registration for 6 years and is subject to SEC oversight.
Top AnswersMichael Edgar Shade has not answered any questions on Financial Q&A.
|High Net Worth Individuals|
|Pension and Profit Sharing Plans|
|Other Pooled Investment Vehicles|
*The Client Types data displayed is firm level data as reported on the SEC ADV filing.
|The De Burlo Group, Inc.||3 years, 2 months||Jan 2011 - Present|
|Boston Financial Trust Advisors (155691)||3 years, 4 months||Nov 2010 - Present|
|Pnc Wealth Management||1 year, 10 months||Jan 2009 - Nov 2010|
|Loomis, Sayles & Company, L.P.||3 years||Nov 2005 - Nov 2008|
|Atlantic Trust||1 year, 2 months||Sep 2004 - Nov 2005|
|Columbia Management Advisors/Fleet||5 years, 7 months||Feb 1999 - Sep 2004|
No Disclosures Found
|As of Date||
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
|Uniform Securities Agent State Law Examination||Series 63||02/26/1993|
Types of Compensation Arrangements
- Percentage of Assets
- Hourly Charges
- Fixed Fees