Christopher Pate has been Chief Operating Officer of True North Advisors since January 2019, is a control person of the firm and directly owns between 5% and 10% of it. Christopher Pate holds a Bachelor of Business Administration in Finance and Economics from Texas Wesleyan University.
True North Advisors, LLC is a Dallas, TX firm with $5.42B under management, 1,068 clients and 31 advisers across 6 offices, as of its July 2026 filing.
Chris Pate is Chief Operating Officer of True North Advisors. In addition to his role on the Investment Team, he oversees the firm's Wealth Management and Wealth Planning Teams, and he serves on the Management Committee and Leadership Team. Pate initially joined True North in 2019 as Managing Director in the Fort Worth office. Before that, he spent eight years managing the investment activities for Western Commerce Group in Fort Worth.
Christopher Pate’s longest registration was 7 years at Western Research and Management, L.L.C. (2011–2019). Before joining True North Advisors in 2019, Christopher Pate was registered through Western Research and Management, L.L.C.
- True North Advisors, LLCCurrent– present · 7 yearsFort Worth, TX · Adviser representative · Firm CRD 116048
- Western Research and Management, L.L.C.– · 7 yearsFort Worth, TX · Adviser representative · Firm CRD 109509
Investment adviser representative registrations
Christopher Pate is registered as an investment adviser representative in Texas, since February 2019.
- TexasSince 13 February 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 2 August 2011 |
| Series 7 | General Securities Representative Examination | 26 May 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Christopher Elliott Pate
- CRD
- 5910801
- Firm
- True North Advisors · CRD 116048
- Role
- Chief Operating Officer
- Office
- 3100 WEST 7TH ST., SUITE 330, Fort Worth, TX 76107
- Registration
- Investment adviser registration
- In the industry since
- May 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- truenorthadvisors.com
Where does Christopher Pate work?
Christopher Pate has been Chief Operating Officer of True North Advisors, LLC since January 2019, and is a control person of the firm.
Is Christopher Pate a financial advisor?
Yes. Christopher Pate has a current investment-adviser registration in Texas, through True North Advisors since February 2019.
How many years of experience does Christopher Pate have?
Christopher Pate has 15 years in the financial industry, since May 2011, across 2 adviser firms.
What exams has Christopher Pate passed?
Christopher Pate has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2011. FINRA credited Christopher Pate with the SIE, which began in October 2018.
Where is Christopher Pate based?
Christopher Pate’s registered office is in Fort Worth, TX.
Is Christopher Pate registered with FINRA?
No. Christopher Pate has no current broker registration.
How can I verify Christopher Pate’s record?
Search CRD 5910801 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Pate’s full registration record.
