Unclaimed Profile

Tate Smathers Haire

STEELBRIDGE PRIVATE WEALTH ADVISORS LLC·NAPLES, Florida

SIE, Series 6, Series 7, Series 7TO, Series 24, Series 63, Series 65CFPClean record21 years registeredSTEELBRIDGE PRIVATE WEALTH ADVISORS LLC

5150 TAMIAMI TRAIL NORTH, NAPLES, FL 34103CRD# 4812168Firm CRD# 282303

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tate Smathers Haire · NAPLES, FL

Registration

CRD #4812168 · STEELBRIDGE PRIVATE WEALTH ADVISORS LLC · 21 years registered

Brand Profile

Not yet started

Career History

MORGAN STANLEY

Jan 2019 – present

BOSTON PRIVATE WEALTH

Jun 2018 – Jan 2019

NAPLES, FL

STEELBRIDGE PRIVATE WEALTH ADVISORS LLC

Jul 2016 – Sep 2018

Naples, FL

BAKERAVENUE

Nov 2015 – May 2016

Naples, FL

WELLS FARGO ADVISORS, LLC

Apr 2009 – Nov 2015

NAPLES, FL

SUNTRUST INVESTMENT SERVICES, INC.

Aug 2007 – Jan 2009

NAPLES, FL

BB&T INVESTMENT SERVICES, INC.

Dec 2005 – Oct 2006

RALEIGH, NC

BB&T ASSET MANAGEMENT, INC.

Jan 2005 – Dec 2005

RALEIGH, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 7TO

Series 24

Series 63

Series 65

Registration record

First registered · January 19, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STEELBRIDGE PRIVATE WEALTH ADVISORS LLC

CRD 282303 · SEC 801-107278

AUM

$111M

Regulatory assets under management

Employees

46 client accounts

Services offered by STEELBRIDGE PRIVATE WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STEELBRIDGE PRIVATE WEALTH ADVISORS LLC →

Introduction

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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.

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