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Michael Warren Long

True Private Wealth Advisors, LLC

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About Michael Warren Long

Michael Warren Long is a financial advisor at True Private Wealth Advisors, LLC. Michael is based in Salem, Oregon, and has been in the industry since June 2001. Michael is licensed in Oregon. Previous experience includes roles with Purshe Kaplan Sterling Investments, NFP Securities, Inc., Morgan Stanley DW Inc., and Securian Financial Services, Inc.

Firm Information

Michael Long is currently registered with True Private Wealth Advisors, LLC. True Private Wealth Advisors, LLC is a financial advisory firm based in Salem, OR. They offer a range of financial planning and investment management services to individuals, families, businesses, charitable organizations, and pension and profit sharing plans. The firm manages over $1.2 billion in assets for approximately 4,400 clients.
True Private Wealth Advisors, LLC

1781 LIBERTY STREET SE

SALEM, OR 97302

$1.24B

Assets Under Management

4

Total Clients

10

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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Michael Long’s Registration & Firm History

OR

08/04/2014 - Present

True Private Wealth Advisors, LLC (SALEM OR)

OR

08/06/2014 - 11/01/2023

PURSHE KAPLAN STERLING INVESTMENTS (SALEM OR)

OR

08/29/2005 - 08/04/2014

NFP SECURITIES, INC. (SALEM OR)

NY

07/09/2002 - 08/29/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

MN

06/28/2001 - 07/09/2002

SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)

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Licenses & Designations

BOTH

Issued 07/16/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 06/27/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Michael Warren Long. Review regulatory record here.
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