Tae HarteCRD Number: 2237240
Current Firm: Sargent Investment Group
Tae Harte (CRD# 2237240) is an Investment Advisor Representative working at Sargent Investment Group in Bethesda, MD and has over 26 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Grove Point Advisors, LLC
|Sargent Investment Group LLC||Bethesda, MD||Aug 2018 - Current||5|
|Wells Fargo Clearing Services, LLC||Washington, DC||Nov 2016 - Aug 2018||1|
|Wells Fargo Advisors LLC||Washington, DC||May 2009 - Nov 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1997|
|S65||NASAA Investment Advisors Law Examination||Feb 2008|
Total Assets Under Management1,013MILLIONS
Total Number of Accounts1,139ACCOUNTS
Average Account Value$889,080
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, DC, DE, FL, GA, LA, MA, MD, ME, NC, NH, NJ, NM, NY, PA, TX, VA, WA
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