Scott
Sanders
True Private Wealth Advisors, LLC
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About this Advisor
Scott Sanders is a certified financial planner who works out of Eugene, Oregon with a total of 5 years of industry experience. Sanders is an employee of True Private Wealth Advisors, LLC. Their career trajectory has included roles at Purshe Kaplan Sterling Investments, Merrill Lynch, Pierce, Fenner & Smith Inc and True Private Wealth Advisors, LLC D/B/A Sanders Coffee Group. Sanders has Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to work in California and Oregon. True Private Wealth Advisors, LLC is a registered investment company headquartered in Salem, OR. The investment advisory business has a total of 19 people on staff. It oversees $948 million in total assets between its 3,701 customer accounts, making it one of the bigger firms in the country by assets under management. The firm provides financial advice to four charitable organizations. Of its 3,701 accounts, 21% are associated with high-net-worth clients who have at least $1 million in assets. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees depend on which service is provided. Fees charged by True Private Wealth Advisors, LLC can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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True Private Wealth Advisors, LLC Brokerage Details
$947,770,664
19
3,701
$256,085
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Scott Sanders Work History
Scott has been registered as a financial advisor for 5 years.*
True Private Wealth Advisors, LLC D/B/A Sanders Coffee Group
Purshe Kaplan Sterling Investments
Merrill Lynch, Pierce, Fenner & Smith Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Scott Sanders to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at True Private Wealth Advisors, LLC
Salem, OR
Salem, OR
Eugene, OR
Salem, OR
Salem, OR
Salem, OR
Salem, OR
Eugene, OR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
