Steven C. Binns

TRUE PRIVATE WEALTH ADVISORS

Salem, OR 97302

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CRD#: 1350169

Professional summary

Steven Chester Binns is a registered financial advisor currently at TRUE PRIVATE WEALTH ADVISORS, LLC located in Salem, Oregon.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Steven has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

GARRETT CREEK MITIGATION BANK, LLC, 5047 DENTON DR, LAKE OSWEGO, OR 97035; NOT INVESTMENT RELATED; PRINCIPAL; SELLS WETLAND CREDITS TO LAND DEVELOPERS. DEVOTES 2 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Chester Binns's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 11, 2021 - Present

TRUE PRIVATE WEALTH ADVISORS, LLC

Office #1: 1781 Liberty Street Se Suite 200, Salem, OR 97302

RIA

CRD#: 164947

Salem, OR

Past

September 22, 2011 - November 12, 2020

PEREGRINE ASSET ADVISERS, INC.

RIA

CRD#: 115738

PORTLAND, OR

Past

April 27, 2001 - September 27, 2011

UBS FINANCIAL SERVICES INC.

CRD#: 8174

PORTLAND, OR

Past

March 20, 1985 - May 3, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRUE PRIVATE WEALTH ADVISORS, LLC

CRD#: 164947 / SEC#: 801-76997

RIA

Registered Investment Advisory firm - (8/7/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(1/11/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/17/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/12/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/16/1985

General Securities Representative Examination

Current Firm

TRUE PRIVATE WEALTH ADVISORS, LLC

CRD#: 164947 / SEC#: 801-76997

RIA

Registered Investment Advisory firm - (8/7/2012 Approved)

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Contact information

Main Address

1781 Liberty Street Se Suite 200, Salem, OR 97302

Mailing Address

P.o. Box 648, Mcminnville, OR 97128

Phone number

(503) 400-3311

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRUE PRIVATE WEALTH ADVISORS_FORM ADV PART 2A BROCHURE (5/9/2025)

Regulatory assets under management

Total Number of Accounts	4,050
AUM (Assets Under Management)	$ 1,261,064,067

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Steven C. Binns

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Chester Binns's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUE PRIVATE WEALTH ADVISORS, LLC

PEREGRINE ASSET ADVISERS, INC.

UBS FINANCIAL SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

TRUE PRIVATE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/17/2005

Series 63

Date: 4/12/1985

Series 7

Date: 3/16/1985

Current Firm

TRUE PRIVATE WEALTH ADVISORS, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRUE PRIVATE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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