Whitney James White
Professional Summary
Whitney James White, who also goes by Whitney White, is a registered financial advisor currently at CLEARLIST LLC located in New York, New York and CLEARLIST SECURITIES LLC located in New York, New York. Whitney is registered as a RR (Registered Representative) and started their career in finance in 1998. Whitney has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Whitney White
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
HARBOR SQUARE INVESTMENT SOLUTIONS, LLC | PORTUM CAPITAL LLC
Contact Information
Main Address
40 Wall St Suite 1702, New York, NY 10005Mailing Address
40 Wall St Suite 1702, New York, NY 10005Phone Number
(415) 890-6297Established
Delaware since 01/11/2019Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Whitney James White's CRS (Customer Relationship Summary).
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