Joseph M. Alstott

TRUE PRIVATE WEALTH ADVISORS

Salem, OR 97302

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CRD#: 4215859

Professional summary

Joseph Matthew Alstott is a registered financial advisor currently at TRUE PRIVATE WEALTH ADVISORS, LLC located in Salem, Oregon.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Joseph has worked at 2 firms and has passed the Series 65 and Series 6 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Matthew Alstott'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

August 25, 2022 - Present

TRUE PRIVATE WEALTH ADVISORS, LLC

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

RIA

CRD#: 164947

Salem, OR

Past

August 11, 2000 - August 25, 2000

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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
(8/25/2022)

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: 8/25/2022

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 8/10/2000

Investment Company Products/Variable Contracts 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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Joseph M. Alstott

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Matthew Alstott's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUE PRIVATE WEALTH ADVISORS, LLC

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

TRUE PRIVATE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/25/2022

Series 6

Date: 8/10/2000

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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