Tate Haire is a CFP-designated registered investment advisor at Morgan Stanley, based in Naples, FL, with 21 years of industry experience. Tate is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
8889 Pelican Bay Boulevard, Suite 300, Naples, FL, 34108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Tate is involved in several real estate ventures, including Smather's Farm Partnership, Smathers Farm LLC, RPH Family LLC, Haire Family LLC, and Jackland LLC. These activities involve rental properties, family homes, and raw land, primarily outside of business hours or with minimal time commitment.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Boston Private Wealth
Steelbridge Private Wealth Advisors LLC
Bakeravenue
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Bb&t Asset Management, INC.
Bb&t Investment Services, INC.Broker
State Registrations44 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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