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Stanley Pyndus

Shade Tree Partners LLC
51 Years of Experience
Dallas, TX
3 Disclosures
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Stanley Pyndus is a registered investment advisor at Shade Tree Partners LLC, based in Dallas, TX, with 51 years of industry experience. Stanley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 70 clients with $63M in assets under management.

Shade Tree Partners LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
IM Fee
Planning only
Assets Under Management
$63.0M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

13140 Coit, 115, Dallas, TX, 75240

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
July 2009
Final
Regulatory
August 2008
Final
Customer Dispute
March 2005
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Stanley is a partner at Shade Tree Partners LLC, providing investment advisory services to qualified plans since 2009. This takes a significant amount of Stanley's time, about 10 hours per week, with 1-2 hours during trading hours.

Employment History
Current Registrations
Shade Tree Partners LLC
July 2009 - Present · 17 yrs 3 mos
Previous Registrations
Evolve Investment Advisors
May 2010 - May 2010 · 0 mos
Evolve Securities, INC.
August 2008 - May 2010 · 1 yr 9 mos
Evolve Securities, INC.Broker
July 2008 - May 2010 · 1 yr 10 mos
Evolve Securities, INC.
July 2008 - July 2008 · 0 mos
Morgan Stanley & CO. Incorporated
April 2007 - July 2008 · 1 yr 3 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - July 2008 · 1 yr 3 mos
Morgan Stanley
June 1991 - April 2007 · 15 yrs 10 mos
Morgan Stanley Dw INC.Broker
June 1991 - April 2007 · 15 yrs 10 mos
Painewebber IncorporatedBroker
August 1990 - June 1991 · 10 mos
Rotan Mosle INC.Broker
January 1975 - October 1990 · 15 yrs 9 mos
State Registrations1 state
TX
Advisor

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Exams
No exam information available for this advisor.
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