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David Tate

Strategic Advisers LLC

Irving, TX

Haltom City, TX

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

6731 N Macarthur Blvd Ste 100, Irving, TX 75039-2403 • United States

Haltom City, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade Southlake TX 04/2021 10/2021
Medical Express Psi Dallas TX 07/2020 04/2021
Alterra Mountain Co. Winter Park CO 01/2020 04/2020
University Of Texas Arlington Arlington TX 08/2016 12/2019
City Of Southlake Southlake TX 11/2015 02/2017
Robinhood Financial, Llc Westlake TX 11/2021 07/2022
Robinhood Markets, Inc Westlake TX 06/2022 07/2022
Fidelity Investments Irving TX 08/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2021 → 10/2021
    Td Ameritrade
    Southlake, TX
  • 07/2020 → 04/2021
    Medical Express Psi
    Dallas, TX
  • 01/2020 → 04/2020
    Alterra Mountain Co.
    Winter Park, CO
  • 08/2016 → 12/2019
    University Of Texas Arlington
    Arlington, TX
  • 11/2015 → 02/2017
    City Of Southlake
    Southlake, TX
  • 11/2021 → 07/2022
    Robinhood Financial, Llc
    Westlake, TX
  • 06/2022 → 07/2022
    Robinhood Markets, Inc
    Westlake, TX
  • 08/2022 → Present
    Fidelity Investments
    Irving, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Irving, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-04
S63 Uniform Securities Agent State Law Examination 2021-07-27
  • S65 Uniform Investment Adviser Law Examination
    2023-04-04
  • S63 Uniform Securities Agent State Law Examination
    2021-07-27
Other Names
  • David Grant Tate

View on SEC IAPD

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U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC
KESTRA ADVISORY SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.

Other Investors

JAY DEE COURTNEY
MARK ANTHONY MILLER
GENE STEVEN GURLEY
HARRISON TATE BENEDICT
Andres I Polanco
Benjamin Hopper
Michael P Seibert
Justin Montanari

Other Offices

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · IRVING, TX
GIBRALTAR CAPITAL MANAGEMENT, INC. · IRVING, TX
EDWARD JONES · IRVING, TX
EDWARD JONES · IRVING, TX
J.P. MORGAN SECURITIES LLC · IRVING, TX
U.S. BANCORP ADVISORS, LLC · Irving, TX
LPL FINANCIAL LLC · IRVING, TX
KESTRA ADVISORY SERVICES, LLC · IRVING, TX

More in Irving, TX

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