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Bridget Horan is a financial advisor professional located in Milton, GA. They specialize in financial advisory. With over 11 years of experience, they bring deep expertise to every client.
Bridget Horan - Shade Tree Advisors Llc holds an active professional license (FINRA CRD) for your protection.
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Bridget Horan operates Shade Tree Advisors LLC, a financial advisory firm based in Milton, Georgia. With 11 years of experience in the financial services industry, Horan brings established expertise to client financial planning and investment guidance. The firm holds a FINRA CRD license (number 5610505), which governs operations and maintains regulatory compliance within the securities industry. Shade Tree Advisors serves clients seeking professional financial direction and portfolio management support.
Bridget Horan's FINRA CRD (Central Registration Depository) license indicates registration with the Financial Industry Regulatory Authority, the primary self-regulatory organization overseeing broker-dealers and investment professionals. This license type signals that Horan has met FINRA's qualification standards and undergoes ongoing regulatory oversight and compliance monitoring. The CRD designation means the advisor operates within established securities regulations and maintains required continuing education. Clients working with a FINRA CRD-licensed advisor benefit from this regulatory framework and the associated investor protections it provides.