Unclaimed Profile

Thomas Charles Paterson

TRUE PRIVATE WEALTH ADVISORS, LLC·SALEM, Oregon

Series 7, Series 66Clean record18 years registeredTRUE PRIVATE WEALTH ADVISORS, LLC

1781 LIBERTY STREET SE, SALEM, OR 97302CRD# 5352348Firm CRD# 164947

Profile Verification

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

Identity

Thomas Charles Paterson · SALEM, OR

Registration

CRD #5352348 · TRUE PRIVATE WEALTH ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

TRUE PRIVATE WEALTH ADVISORS, LLC

Sep 2023 – present

GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT

Jul 2015 – Oct 2023

MCMINNVILLE, OR

WICKMAN PATERSON CORRIGAN

Jul 2011 – Nov 2017

MCMINNVILLE, OR

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Dec 2007 – Jul 2011

SALEM, OR

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · December 8, 2007

Years registered · 18

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 Thomas Charles Paterson offer?

Thomas Charles Paterson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SALEM, Oregon for a consultation.

What are Thomas Charles Paterson's credentials?

Thomas Charles Paterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Charles Paterson located?

Thomas Charles Paterson is based in SALEM, Oregon, working with TRUE PRIVATE WEALTH ADVISORS, LLC. Their office serves clients in the SALEM metropolitan area and surrounding communities.

How does Thomas Charles Paterson charge for services?

Thomas Charles Paterson'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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