Samuel Roby Tate
Investment adviser representative at Oneascent Financial Services LLC
10 yearsExperience
1 stateRegistered in
$3.5BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Oneascent Financial Services, LLCNov 2025 to now
- Tate Financial PartnersAug 2025 to Nov 2025
- Berry College Track and FieldAug 2021 to May 2025
- Green Meadow Country ClubJan 2018 to Jun 2025
- Green Meadow Swim TeamJan 2018 to Jun 2025
- Maryville School SystemAug 2015 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TN).
Oneascent Financial Services LLC
$3.5BAssets managed
5,279Clients
79Advisers
10 yearsIn 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
- 8193095
- Firm CRD
- 284549