Tate Haire is a CFP-designated registered investment advisor at Morgan Stanley, based in Naples, FL, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
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Assets Under Management
Fee Structure
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.
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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
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