Marc Anthony White Jr
Professional Summary
Marc Anthony White JR, who also goes by Marc A White, is a registered financial advisor currently at CLARENDON PRIVATE LLC located in Boston, Massachusetts. Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Marc has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 24 and Series 8 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Marc A White
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
42 years in the financial services industry
Current & Past Employments
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Current Firm
CLARENDON PRIVATE LLC
Contact Information
Main Address
131 Clarendon Street 4th Floor, Boston, MA 02116-5131Phone Number
(617) 927-7999# of Employees
8SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
231AUM (Assets Under Management)
$352,054,949Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/28/2026 | Cover Page | Report |
| 08/27/2025 | Cover Page | Report |
| 11/27/2024 | Cover Page | Report |
| 04/02/2024 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
CLARENDON PRIVATE LLC
State Registrations and Notice Filings
(5/23/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Jan 1995Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Marc Anthony White JR's CRS (Customer Relationship Summary).
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