Unclaimed Profile

Dennis Patrick Harrold

TRUE PRIVATE WEALTH ADVISORS, LLC·SALEM, Oregon

SIE, Series 3, Series 4, Series 7, Series 8, Series 9, Series 10, Series 63, Series 66Clean record23 years registeredTRUE PRIVATE WEALTH ADVISORS, LLC

1781 LIBERTY STREET SE, SALEM, OR 97302CRD# 1178753Firm CRD# 164947

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dennis Patrick Harrold · SALEM, OR

Registration

CRD #1178753 · TRUE PRIVATE WEALTH ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRUE PRIVATE WEALTH ADVISORS, LLC

TRUE PRIVATE WEALTH ADVISORS, LLC

May 2018 – Mar 2024

SALEM, OR

MORGAN STANLEY

Jun 2009 – Jan 2018

LAKE OSWEGO, OR

CITIGROUP GLOBAL MARKETS INC.

May 2003 – Jun 2009

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 8

Series 9

Series 10

Series 63

Series 66

Registration record

First registered · May 9, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUE PRIVATE WEALTH ADVISORS, LLC

CRD 164947 · SEC 801-76997

AUM

$1.2B

Regulatory assets under management

Employees

4,412 client accounts

Services offered by TRUE PRIVATE WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TRUE PRIVATE WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Dennis Patrick Harrold offer?

Dennis Patrick Harrold specializes in Financial Planning, Investment Management, Wealth Management.

What are Dennis Patrick Harrold's credentials?

Dennis Patrick Harrold is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dennis Patrick Harrold located?

Dennis Patrick Harrold is based in SALEM, Oregon, last registered with TRUE PRIVATE WEALTH ADVISORS, LLC.

How does Dennis Patrick Harrold charge for services?

Dennis Patrick Harrold's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUE PRIVATE WEALTH ADVISORS, LLC?

TRUE PRIVATE WEALTH ADVISORS, LLC has approximately 21 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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