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Information

Firm:
Type: RIA
Description

Michael Shade is a financial professional at The De Burlo Group, Inc., a $619M RIA based in Boston, MA. Michael has held an industry securities registration for 6 years and is subject to SEC oversight.

BrightScope Advisor Metrics

Answers and Guides

0 Answers and 0 Financial Guides

Top Answers

Michael Edgar Shade has not answered any questions on Financial Q&A.

Top Guides

Michael Edgar Shade has not contributed any Financial Guides.
*Answers and guides are provided without compensation.

Firm Client Types

Individuals
High Net Worth Individuals
Charitable Organizations
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.

Experience and Employment History

Employer Years Dates
The De Burlo Group, Inc. 3 years, 3 months Jan 2011 - Present
Boston Financial Trust Advisors (155691) 3 years, 5 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
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 03/23/2011, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

Regulator
License Status
Registered
Disclosures

No Disclosures Found

As of Date
03/23/2011
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*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.

Advisor Exams

Exam Series Passed Date
Uniform Securities Agent State Law Examination Series 63 02/26/1993

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees