Corey B. Long

TRUE NORTH ADVISORS

AUSTIN, TX 78737

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CRD#: 4870400

Professional summary

Corey Bryant Long, CFP®, who also goes by Corey Bryant Long Mr., is a registered financial advisor currently at TRUE NORTH ADVISORS, LLC located in Austin, Texas.

Corey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Corey has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Corey Bryant Long Mr.

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 Corey Bryant 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®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

September 17, 2024 - Present

TRUE NORTH ADVISORS, LLC

Office #1: 12707 Nutty Brown Road Suite A15, Austin, TX 78737

RIA

CRD#: 116048

AUSTIN, TX

Past

December 22, 2020 - September 17, 2024

CLEAR ROCK ADVISORS, LLC

RIA

CRD#: 282716

Austin, TX

Past

April 24, 2018 - December 23, 2020

POLARIS WEALTH ADVISORY GROUP

RIA

CRD#: 158718

SAN RAFAEL, CA

Past

March 10, 2015 - April 23, 2018

RAUB BROCK CAPITAL MANAGEMENT, LP

RIA

CRD#: 153994

LARKSPUR, CA

Past

December 22, 2010 - March 12, 2015

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

SAN FRANCISCO, CA

Past

December 1, 2010 - March 6, 2015

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SAN FRANCISCO, CA

Past

August 29, 2006 - November 15, 2010

SANFORD C. BERNSTEIN & CO., LLC

CRD#: 104474

HOUSTON, TX

Past

November 15, 2004 - August 21, 2006

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

WESTLAKE, TX

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 NORTH ADVISORS, LLC

CRD#: 116048 / SEC#: 801-66250

RIA

Registered Investment Advisory firm - (2/21/2006 Approved)

Texas

Registered Investment Advisory firm - (3/2/2006 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Texas
(9/17/2024)

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

Series 63

Date: 11/22/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/6/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/12/2004

General Securities Representative Examination

Current Firm

TRUE NORTH ADVISORS, LLC

CRD#: 116048 / SEC#: 801-66250

RIA

Registered Investment Advisory firm - (2/21/2006 Approved)

Texas

Registered Investment Advisory firm - (3/2/2006 Terminated)

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Contact information

Main Address

3131 Turtle Creek Suite 1300, Dallas, TX 75219

Mailing Address

Phone number

(214) 360-7300

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 NORTH ADVISORS, LLC DISCLOSURE BROCHURE (9/24/2025)

Regulatory assets under management

Total Number of Accounts	4,317
AUM (Assets Under Management)	$ 4,478,245,158

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/28/2023	Cover Page	Report

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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Firm Stability Insights

Corey B. Long

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corey Bryant Long's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLEAR ROCK ADVISORS, LLC

POLARIS WEALTH ADVISORY GROUP

RAUB BROCK CAPITAL MANAGEMENT, LP

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

SANFORD C. BERNSTEIN & CO., LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

TRUE NORTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/22/2004

SIE

Date: 3/6/2015

Series 7

Date: 11/12/2004

Current Firm

TRUE NORTH ADVISORS, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUE NORTH ADVISORS, LLC

TRUST BUT VERIFY

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