Tate Haire

Current Employers

Employment History

• 04/2016 → 09/2018
  Steelebridge Private Wealth Advisors Llc
  Naples, FL
• 05/2018 → 01/2019
  Boston Private Wealth Llc
  Naples, FL
• 01/2019 → Present
  Morgan Stanley
  Naples, FL
• 02/2019 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2018-06-20 → 2019-01-22
  Svb Wealth
  Naples, FL
  Boston, MA
• 2016-07-09 → 2018-09-10
  Steelbridge Private Wealth Advisors Llc
  Naples, FL
  Naples, FL
• 2015-11-13 → 2016-05-04
  Bakeravenue
  Naples, FL
  San Francisco, CA
• 2009-04-27 → 2015-11-10
  Wells Fargo Clearing Services, Llc
  Naples, FL
  Charlotte, NC
  Naples, FL
  Naples, FL
  Naples, FL
  Naples, FL
  Minneapolis, MN
• 2007-08-15 → 2009-01-09
  Truist Investment Services, Inc.
  Naples, FL
• 2005-12-07 → 2006-10-18
  Bb&T Investment Services, Inc.
  Raleigh, NC
  Charlotte, NC
• 2005-01-19 → 2005-12-09
  Bb&T Asset Management, Inc.
  Raleigh, NC

Other Businesses

1. NAME OF BUSINESS: SMATHER'S FARM PARTNERSHIP INVESTMENT RELATED: No CITY/STATE: NAPLES, FL NATURE OF BUSINESS: RENTAL PROPERTIES TITLE: Sole Proprietor / Owner / Partner START DATE:1/01/2004 DURING BUSINESS HOURS: 0 AFTER BUSINESS HOURS: 1 2. Smathers Farm LLC; Investment related Yes; Sylva, NC; Rental Property; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jan 1994; During business hours: 0; After business hours: 1; Collecting rental payments and prep of tax return 3. RPH Family LLC; Investment related Yes; Sylva, NC; Holds family homes; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jan 1994; During business hours: 0; After business hours: 0; Payment 1/3 taxes and insurance 4. Haire Family LLC; Investment related Yes; Sylva, NC; Holds raw land; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jan 1994; During business hours: 0; After business hours: 0 5. Jackland LLC; Investment related; Jackson County, NC; The LLC holds various raw land parcels; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2012; During business hours: 0; After business hours: 0; no responsibilities other than payment of share of taxes

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-02-09
• S65 Uniform Investment Adviser Law Examination
  2005-01-18

Designations

Other Names

• Tate Smathers Haire
• Tate Haire