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Corey Bryant Long

True North Advisors, LLC

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About Corey Bryant Long

Corey Long is a financial advisor with True North Advisors, LLC. Corey has been in the industry since 2004 and has experience working with clients in Texas and California. Corey has a Series 7, Series 63, and SIE licenses. Corey specializes in working with high-net-worth individuals, charitable organizations, and pooled investment vehicles. Corey also has experience in financial planning, pension consulting, and portfolio management.

Firm Information

Corey Long is currently registered with True North Advisors, LLC. True North Advisors, LLC is an investment advisor based in Dallas, Texas. The firm manages over $3 billion in assets for individuals, families, charitable organizations, and pooled investment vehicles. Their services include financial planning, pension consulting, selection of other advisors, and portfolio management. The firm also has a podcast, "Decision Points," where they discuss a variety of investment and financial planning topics.
True North Advisors, LLC

3131 TURTLE CREEK

DALLAS, TX 75219

$3.34B

Assets Under Management

Not reported

Total Clients

18

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your 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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Corey Long’s Registration & Firm History

TX

09/17/2024 - Present

True North Advisors, LLC (AUSTIN TX)

CA

12/01/2010 - 03/06/2015

FIDELITY BROKERAGE SERVICES LLC (SAN FRANCISCO CA)

TX

08/29/2006 - 11/15/2010

SANFORD C. BERNSTEIN & CO., LLC (HOUSTON TX)

TX

11/15/2004 - 08/21/2006

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BC

Issued 11/22/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/06/2015

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Corey Bryant Long.
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