Michael W. Long

TRUE PRIVATE WEALTH ADVISORS

Salem, OR 97302

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CRD#: 4399910

Professional summary

Michael Warren Long, who also goes by Mike Long, is a registered financial advisor currently at TRUE PRIVATE WEALTH ADVISORS, LLC located in Salem, Oregon.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Michael has worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mike Long

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.

I AM A LICENSED INSURANCE AGENT

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Warren Long'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 4, 2014 - Present

TRUE PRIVATE WEALTH ADVISORS, LLC

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

RIA

CRD#: 164947

Salem, OR

Past

August 6, 2014 - November 1, 2023

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

SALEM, OR

Past

August 29, 2005 - August 4, 2014

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

SALEM, OR

Past

August 29, 2005 - August 4, 2014

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

SALEM, OR

Past

April 17, 2003 - August 29, 2005

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

SALEM, OR

Past

July 9, 2002 - August 29, 2005

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

June 28, 2001 - July 9, 2002

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

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
(8/4/2014)

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 66

Date: 7/16/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 8/20/2002

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 6/27/2001

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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Advisor Monitoring

Firm Stability Insights

Michael W. Long

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Warren Long's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

SECURIAN FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

TRUE PRIVATE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/16/2001

SIE

Date: 10/1/2018

Series 31

Date: 8/20/2002

Series 7

Date: 6/27/2001

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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