Broker Check

Wealth Advisory Group - New York, NY

355 Lexington Avenue, 9 Fl., New York, NY 10017

TEL (212)541-8800

250 Crossways Park Drive, Woodbury, NY 11797

TEL (516)677-6200

Trenton Tate

Trenton Tate

Financial Representative

Trenton joined Wealth Advisory Group in July of 2017. Trenton has an extensive background in the financial services industry, spanning over fifteen years. After graduating from Elmira College with a degree in Human Services, Trenton began his career as a Case Worker. During his time in college, Trenton was a Four Letterman and two-time captain on the basketball team as a Point Guard and Scorer. He was an All-American candidate, and after he graduated, began going through the minor league of the NBA. Trenton has always had a passion for helping others, and found a way to make a difference for those he worked with.  

After a long career in Social Services, Trenton decided to make a career change and joined Combined Life Insurance as an agent. He moved on from Combined and joined JP Morgan Chase Bank as a Personal Banker and a Private Client Banker and then Wells Fargo Bank as a Broker Associate. He sought a more meaningful challenge and joined New Yok Life Insurance.   He realized during his time in the industry, that there is a bigger financial picture that he wanted to focus on. Trenton transitioned to Wealth Advisory Group to implement holistic financial plans for his clients. Trenton holds his Life & Health Insurance License, Series 6 and Series 63.   

Trenton was born in Manhattan and raised in the Bronx. As a young adult, he moved to Yonkers, where he currently resides with his wife, Robin Tate. They raised two children in Yonkers, Erica & Tracy, and now have four grandchildren. When Trenton isn’t spending time with his family, he continues to stay active. He enjoys golfing, basketball and lifting.   


Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian