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Advisor Services

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Funds Used With Clients

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Firm Client types



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Employer Years Dates
The De Burlo Group, Inc. 7 years, 2 months Jan 2011 - Present
Boston Financial Trust Advisors (155691) 7 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
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Michael Edgar Shade?
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Designations & Memberships

  • Chartered Financial Analyst
    Chartered Financial Analyst
    Widely considered the gold standard for investment professionals, this six decade old charter is only given to designees who can demonstrate competence, integrity, and dedication to the field of investment management.

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Licenses & Conducts

U.S. Securities and Exchange Commission
  • license status
  • disclosures
  • as of date
    Mar 23, 2011
  • license status
    Not registered
  • disclosures
  • as of date
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


The De Burlo Group, Inc.

Last updated on June 21, 2017
    • $631.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 180
    • $3.5M
      Estimated Average Account Balance


Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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