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George Thomas Pate

Symmetry Partners

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About George Thomas Pate

George Thomas Pate is a financial advisor who has been in the industry since 1984. George is registered with the Securities and Exchange Commission as an Investment Advisor Representative. He is licensed in the state of North Carolina and Virginia, and has worked with a variety of firms throughout his career, including Lincoln Financial Securities Corporation and The Journeys Group, Inc. George is a Certified Financial Planner and a Chartered Financial Consultant. He is currently a managing partner at Symmetry Partners, a firm that offers a variety of investment advisory services. Symmetry Partners has offices in Glastonbury, CT and Ayden, NC.

Firm Information

George Pate is currently registered with Symmetry Partners. Symmetry Partners is an investment advisory firm with offices in Glastonbury, CT. The firm specializes in providing portfolio management services for individuals, businesses, investment companies, and other institutional clients. Symmetry Partners also provides sub-advisory services to other investment advisers. As of the latest data, the firm manages over $5.8 billion in assets for over 13,700 accounts.
Symmetry Partners

151 NATIONAL DRIVE

GLASTONBURY, CT 06033

$5.88B

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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sub-advisor

Sub-advisor

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee paid for sub-advisor services provided to ria

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George Pate’s Registration & Firm History

NC

11/05/2013 - Present

Symmetry Partners (AYDEN NC)

NC

10/01/1997 - 12/31/2011

LINCOLN FINANCIAL SECURITIES CORPORATION (AYDEN NC)

IN

10/05/1984 - 10/01/1997

JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)

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Licenses & Designations

IA

Issued 12/20/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/04/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/13/1997

Series 7 - General Securities Representative Examination

BC

Issued 10/31/1984

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 10/04/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for George Thomas Pate.
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