Mario Leo Tate
Investment adviser representative at Millennial Wealth Advisors
10 yearsExperience
1 stateRegistered in
$146MFirm assets
Under 1 yearFirm in business
Are you Mario Leo Tate? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Millennial Wealth AdvisorsFeb 2018 to now
- Banyan Tree Investment Consulting, LLCJan 2017 to Dec 2017
- Tatewick EnterprisesMar 2016 to Dec 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (IL).
Millennial Wealth Advisors
Legal name: Millennial Wealth Advisors, LLC
$146MAssets managed
45Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4562061
- Firm CRD
- 174201