Kelley Tate is a registered investment advisor at Stifel Independent Advisors, LLC, based in Venice, FL, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 7,902 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stifel Independent Advisors offers investment management through various programs. Fees are generally based on a percentage of assets, but can be a fixed dollar amount. The Stifel Vantage Program charges transaction-based commissions. The Stifel Summit Program charges up to 1.00% of the total value of investments under management. Fees are negotiable.
Location
2351 E. Venice Avenue, Venice, FL, 34292
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kelley owns Stella Properties of Venice LLC, a land and office property, and has 100% ownership with spouse of Green Fairways, LLC DBA Green Fairways Wealth Management, dedicating about a third of her time. She also serves as a finance council member for Epiphany Cathedral Church, spending minimal time reviewing the church and school budget.
Employment History
Current Registrations
Stifel Independent Advisors, LLC
Stifel Independent Advisors, LLCBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations2 states
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