Christopher
Tate
Fidelis Capital
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About this Advisor
Christopher Tate is a financial advisor based in Bethesda, Maryland, working with Fidelis Capital. Christopher has previously held positions at Bank Of America, Private Bank, Fidelis Capital Partners, LLC, and Wells Fargo, Private Bank. Christopher has passed the Series 65 regulatory exam and is registered to provide services in the District of Columbia and Maryland. Currently, Christopher is part of Fidelis Capital, which operates out of Bethesda, Maryland. The firm has 3 offices and 18 employees. The firm manages assets totaling $917.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Fidelis Capital includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fidelis Capital Brokerage Details
$917,161,150
18
525
$1,746,974
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
Christopher Tate Work History
Fidelis Capital Partners, LLC
Bank Of America, Private Bank
Wells Fargo, Private Bank
Disclosures
Please visit the SEC profile of Christopher 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 Fidelis Capital
Dallas, TX
Tampa, FL
Tampa, FL
Tampa, FL
Dallas, TX
Bethesda, MD
Bethesda, MD
Tampa, FL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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