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Alleson Diane Tate

Alleson D. Tate

AVERE WEALTH MANAGEMENT
Atlanta, GA 30326
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CRD#: 5861157
Alleson Diane Tate

Professional summary

Alleson Diane Tate, CFP® is a registered financial advisor currently at AVERE WEALTH MANAGEMENT, LLC located in Atlanta, Georgia.

Alleson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Alleson has worked at 4 firms and has passed the Series 66, Series 7TO, Series 3, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Insurance. Not Investment-related; same address; Title: Agent. 09/2021 to Present; Less than 10% of business time. 2) Avere Tax Planning, LLC; Not Investment-related; same address; Title: Managing Member. 09/2021 to Present; 20% of business time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alleson Diane Tate's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2020

Experience

Current

November 17, 2021 - Present

AVERE WEALTH MANAGEMENT, LLC

Office #1: 3372 Peachtree Road Suite 115, Atlanta, GA 30326
RIA
CRD#: 316472
Atlanta, GA
Past

January 4, 2021 - September 21, 2021

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
ATLANTA, GA
Past

September 12, 2011 - September 21, 2021

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA
CRD#: 106693
ATLANTA, GA
Past

April 5, 2011 - January 4, 2021

MERCER ALLIED COMPANY, L.P.

BD
CRD#: 37404
ATLANTA, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(11/17/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/2/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/22/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 3
Date: 2/6/2021
National Commodity Futures Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/4/2011
General Securities Representative Examination

Current Firm

AW
AVERE WEALTH MANAGEMENT, LLC
AVERE WEALTH MANAGEMENT, LLC

CRD#: 316472 / SEC#:

Georgia
Registered Investment Advisory firm - (11/17/2021 Approved)
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Contact information

Main Address
3372 Peachtree Road Suite 115, Atlanta, GA 30326
Mailing Address
Phone number
(470) 231-1299
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts212
AUM (Assets Under Management)$ 19,379,122

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AVERE WEALTH MANAGEMENT, LLC

CRD#: 316472Atlanta, GA 30326

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