Tate Dean Trovato
Investment adviser representative at Valmark Advisers, Inc.
17 yearsExperience
1 stateRegistered in
$10.2BFirm assets
28 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
Experience
17 years in the industry.
- Valmark Advisers, Inc.Nov 2025 to now
- Trovato Wealth ManagementMay 2025 to now
- Westmont CollegeAug 2023 to May 2025
- Liberty High SchoolAug 2019 to May 2023
- Rosedale Middle SchoolAug 2017 to May 2019
- American Elementary SchoolAug 2009 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Valmark Advisers, Inc.
Legal name: Valmark Advisers Inc
$10.2BAssets managed
14,890Clients
265Advisers
28 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
- 7594038
- Firm CRD
- 108050