Thomas C. Paterson

TRUE PRIVATE WEALTH ADVISORS

MCMINNVILLE, OR 97128

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CRD#: 5352348

Professional summary

Thomas Charles Paterson, CFP®, who also goes by Thomas Paterson, Tommy Paterson, is a registered financial advisor currently at TRUE PRIVATE WEALTH ADVISORS, LLC located in Mcminnville, Oregon.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Thomas has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Thomas Paterson | Tommy Paterson

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.

1. Owner at Patman, LLC, a commercial property holding company. Organization's primary address is in McMinnville, OR. Organization is not primarily engaged in investment-related activities. Start Date is July 12th, 2016. Six hours per year. Duties include depositing income in the LLC's bank account.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Charles Paterson'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: 2012

Experience

Current

September 1, 2023 - Present

TRUE PRIVATE WEALTH ADVISORS, LLC

Office #1: 400 Ne 2nd St., Mcminnville, OR 97128

RIA

CRD#: 164947

MCMINNVILLE, OR

Past

July 17, 2015 - October 13, 2023

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

MCMINNVILLE, OR

Past

July 21, 2011 - November 2, 2017

WICKMAN PATERSON CORRIGAN

RIA

CRD#: 133901

MCMINNVILLE, OR

Past

December 8, 2007 - July 21, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SALEM, OR

Past

August 13, 2007 - July 21, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SALEM, OR

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
(9/1/2023)

IAR

Texas
(9/1/2023)

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: 11/9/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/10/2007

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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Thomas C. Paterson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Charles Paterson's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUE PRIVATE WEALTH ADVISORS, LLC

UNITED CAPITAL FINANCIAL ADVISORS

WICKMAN PATERSON CORRIGAN

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

TRUE PRIVATE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/9/2007

Series 7

Date: 8/10/2007

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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