TC
Timothy Charles Macherone
CRD 5015484
Firms
| Firm | Role | As of |
|---|---|---|
| Cerity Partners Llc | Registered representative | 07/20/2026 |
| Cerity Partners Retirement Plan Advisors Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Shade Tree Advisors Llc
Chief Operating Officer · Less than 5% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗