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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
The De Burlo Group, Inc. 5 years, 6 months Jan 2011 - Present
Boston Financial Trust Advisors (155691) 5 years, 8 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
Are You
Michael Edgar Shade?
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Designations & Memberships

  • Chartered Financial Analyst
    Designation
    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.

Articles and Answers

Insights by Michael Shade

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Nov 2, 2015
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

The De Burlo Group, Inc.

Last updated on March 24, 2016
    • $654.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 176
      Accounts
    • $3.7M
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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