Steelbridge Private Wealth Advisors LLC

Steelbridge Private Wealth Advisors LLC (CRD# 282303) is a financial advisory firm headquartered in Naples, FL. They manage $110,504,092 in 46 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    111
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $2,402,263
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Steelbridge Private Wealth Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Tate S. Haire
CRD#: 4812168
5150 Tamiami Trail North, Suite 301, Naples, FL 34103
96
Wealthminder
score

Tate Haire (CRD# 4812168) is an Investment Advisor Representative working at Steelbridge Private Wealth Advisors LLC in Naples, FL and has over 13 years of experience in the finance industry. Tate Haire has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John S. Tassone
CRD#: 2936169
110 Front Street, Suite 300, Jupiter, FL 33477
93
Wealthminder
score

John Tassone (CRD# 2936169) is an Investment Advisor Representative working at Steelbridge Private Wealth Advisors LLC in Jupiter, FL and has over 20 years of experience in the finance industry.

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