Robert Tate, financial advisor Sacramento CA

Robert Tate

CRD Number: 4885503
Current Firm: Tate Private Wealth Advisers

Robert Tate (CRD# 4885503) is an Investment Advisor Representative working at Tate Private Wealth Advisers in Sacramento, CA and has over 24 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Diversified Fund Advisors Sacramento, CA Feb 2008 - Current 16
Tate Wealth Management Sacramento, CA Jan 2006 - Current 18
Tate, Propp, Beggs & Sugimoto, An Accountancy Corporation Sacramento, CA Oct 1973 - Current 50
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Robert L. Tate
Phone Number: 916-678-7674
Firm Website: http://tategrp.com/
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    233
    MILLIONS
  • Total Number of Accounts
    418
    ACCOUNTS
  • Average Account Value
    $558,065
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, NH

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