Tate Peterson is a registered investment advisor at Morgan Stanley, based in Walnut Creek, CA, with 1 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
IM Fee
Assets Under Management
Fee Structure
Location
1333 North California Boulevard, Suite 133, Walnut Creek, CA, 94596
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tate operates Ideal Financial Advisors, LLC as a DBA for their LPL business and offers investment services through Mariner Independent. These activities take up about a quarter of Tate's time and a full-time commitment, respectively.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Mariner Advisor Network
LPL Financial LLCBroker
State Registrations48 states
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