Kelley
Tate
Stifel Independent Advisors, LLC
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About this Advisor
Kelley Tate is a financial advisor who works out of Venice, Florida with a total of 1 year of relevant experience. Tate is an advisor for Stifel Independent Advisors, LLC. Throughout their career, they have worked at Morgan Stanley, Morgan Stanley Private Bank, National Association, Wells Fargo Advisors Financial Network, LLC and Stifel Independent Advisors, LLC. Tate holds Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to work in Florida and Texas. Stifel Independent Advisors, LLC is a registered investment company headquartered in Saint Louis, MO. The company has offices in 76 locations and a total of 166 people on staff. It handles $3 billion in assets among its 8,262 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 15 charitable organizations. Of its 8,262 customer accounts, 21% are associated with high-net-worth individuals who have more than $1 million in assets. Stifel Independent Advisors, LLC provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees vary depending on which services are offered. Fee types charged by Stifel Independent Advisors, LLC likely are comprised of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stifel Independent Advisors, LLC Brokerage Details
$2,515,042,848
166
8,262
$304,411
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kelley Tate Work History
Kelley has been registered as a financial advisor for 1 years.*
Stifel Independent Advisors, LLC
Morgan Stanley Private Bank, National Association
Wells Fargo Advisors Financial Network, LLC
Morgan Stanley
*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 Kelley 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 Stifel Independent Advisors, LLC
Gulfport, MS
Landrum, SC
Landrum, SC
Saint Louis, MO
Saint Louis, MO
Woodland Hills, CA
Saint Louis, MO
Saint Louis, MO
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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