AdvisorOS Directory
Claim Profile
TH

Tate Smathers Haire

STEELBRIDGE PRIVATE WEALTH ADVISORS LLC·NAPLES, Florida
CFPSeries 24Series 7Series 6Series 63Series 65SIELicensed in 44 states
Unclaimed Profile
5150 TAMIAMI TRAIL NORTH, NAPLES, FL 34103CRD# 4812168Firm CRD# 282303
01

About

Tate Smathers Haire is a registered financial advisor based in NAPLES, Florida, affiliated with STEELBRIDGE PRIVATE WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STEELBRIDGE PRIVATE WEALTH ADVISORS LLC
STEELBRIDGE PRIVATE WEALTH ADVISORS LLC
AUM
$111M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at STEELBRIDGE PRIVATE WEALTH ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4812168
Firm CRD# 282303
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NAPLES?

Browse all registered financial advisors in NAPLES, Florida or claim this profile if it's yours.

Browse NAPLES AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Tate Smathers Haire offer?
Tate Smathers Haire specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NAPLES, Florida for a consultation.
What are Tate Smathers Haire's credentials?
Tate Smathers Haire holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Tate Smathers Haire located?
Tate Smathers Haire is based in NAPLES, Florida, working with STEELBRIDGE PRIVATE WEALTH ADVISORS LLC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.
How does Tate Smathers Haire charge for services?
Tate Smathers Haire's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STEELBRIDGE PRIVATE WEALTH ADVISORS LLC?
STEELBRIDGE PRIVATE WEALTH ADVISORS LLC has approximately 3 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NAPLES
Robert William Stiess — WASMER, SCHROEDER & COMPANY, LLCLawrence Joseph Daly — DAC ASSET MANAGEMENT LLCPasquale (nmn) Antonetti — ANTONETTI CAPITAL MANAGEMENT, LLCNicholas Edward Day — QUANTITATIVE INVESTMENT DECISIONS LLCPatrick Robert George — HALSTATT MANAGEMENT COMPANY, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile