Adviser and broker representative · North Capital
Bailee Tate
CRD 7564980 · Salt Lake City, UT
At a glance
Bailee Tate is an investment adviser representative with North Capital in Salt Lake City, UT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Bailee’s SEC record dates to 2022, about 4 years ago. Bailee is also registered as a broker representative.
Current advisory firm
- North CapitalSince September 2022Salt Lake City, UT · $366M in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Bailee’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.