Supreme Alliance
47yrs
Top advisor by experience in Charlotte
29yrs
Patrick Long
Financial advisor at Truist Advisory Services
At a glance
Experience29 years (since 1997)
How that compares ?Top 11% by experience in Charlotte
Office214 N Tryon St Floor 33, Charlotte, NC 28202
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through Truist Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2018 – nowTruist Advisory Services, Inc.Current firm
- 2008 – 2018Wells Fargo Clearing Services, LLCPreviously
- 2001 – 2008UBS Financial Services Inc.Previously
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Truist Advisory Services at 800-874-4770 and ask for Patrick Long. Patrick works from the Charlotte, NC office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1997, about 29 years. Top 11% by experience in Charlotte.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Truist Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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