Michael Robert Tate
President/Chief Compliance OfficerTate Wealth ManagementCRD 2640834
About Michael Robert Tate
Michael Robert Tate is listed as President/Chief Compliance Officer at Tate Wealth Management in Sacramento, CA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Tate Wealth Management
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Michael Robert Tate work?
Michael Robert Tate is listed as President/Chief Compliance Officer at Tate Wealth Management on SEC Form ADV.
How much of Tate Wealth Management does Michael Robert Tate own?
Form ADV reports a beneficial ownership band of Over 75%.
Tate Wealth Management
| Title | President/Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2005 |