Justin Tate is a registered investment advisor, based in Memphis, TN, with 1 years of industry experience.
Location
88 Union Avenue, Memphis, TN, 38103
Get directionsHistory
Regulatory History
Clean regulatory record
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
Justin is a board member for Junior Achievement in Memphis, starting in 2023. He dedicates minimal time to volunteering in school systems to help children with financial literacy, work readiness, and entrepreneurship.
Employment History
Current Registrations
Cetera Investment Services LLCBroker
August 2025 - Present · 9 mos
Cetera Investment Advisers LLC
August 2025 - Present · 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2024 - August 2025 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2024 - August 2025 · 1 yr 1 mo
State Registrations3 states
ARMSTN
AdvisorBrokerBoth
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
No exam information available for this advisor.