Robert
Tate
Tate Private Wealth Advisers
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About this Advisor
Robert Tate is a personal financial specialist based out of Sacramento, California who has 16 years of industry experience. Tate is on the advisory team at Tate Private Wealth Advisers. Over the course of their career, Tate has held roles at Tate, Propp, Beggs & Sugimoto, An Accountancy Corporation, Diversified Fund Advisors and Tate Wealth Management. Tate maintains a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in California. Tate Private Wealth Advisers is a registered investment company that has its headquarters in Sacramento, CA. It administers $233 million in total assets between its 418 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm provides financial advice to three charitable organizations. Of its 418 customer accounts, 31% are held by high-net-worth investors who have at least $1 million in investable assets. Tate Private Wealth Advisers offers portfolio management for individuals and small businesses. Financial management fee schedules are based on the financial services provided. Fees billed by Tate Private Wealth Advisers likely are comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tate Private Wealth Advisers Brokerage Details
$233,271,332
5
418
$558,065
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Robert Tate Work History
Robert has been registered as a financial advisor for 16 years.*
Diversified Fund Advisors
Tate Wealth Management
Tate, Propp, Beggs & Sugimoto, An Accountancy Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Tate to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tate Private Wealth Advisers
Sacramento, CA
Sacramento, CA
Sacramento, CA
Sacramento, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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