• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
MICHAEL ROBERT TATE
MICHAEL TATE
CRD#: 2640834
IA
Investment Adviser
TATE PRIVATE WEALTH ADVISERSCRD#: 120938 1545 RIVER PARK DRIVE, SUITE 375
SACRAMENTO, CA 95815
Registration History
2008201020122014201620182020202220242026IATATE PRIVATE WEALTH ADVISERS (CRD# 120938)2007 - Present (18 years)IAHB CONSULTING (CRD# 146582)2008 - 2010 (2 years)
License(s)

State Registrations

IA
California 2/20/2007

Current Registration(s)
IA
TATE PRIVATE WEALTH ADVISERS (CRD#:120938)
1545 RIVER PARK DRIVE, SUITE 375, SACRAMENTO, CA 95815
Registered with this firm since 2/20/2007

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
03/13/2008 - 12/30/2010 HB CONSULTING (CRD#:146582) SIOUX FALLS, SD
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.