Brian J. White

VERMILLION & WHITE WEALTH MANAGEMENT GROUP

Phoenixville, PA 19460

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CRD#: 4555735

Professional summary

Brian Joseph White, CFP® is a registered financial advisor currently at VERMILLION & WHITE WEALTH MANAGEMENT GROUP located in Phoenixville, Pennsylvania.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Brian has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Registered insurance producer with the Commonwealth of Pennsylvania, 1-5 hours per week during securities trading hours devoted to the insurance business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Joseph White'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: 2007

Experience

Current

September 13, 2013 - Present

VERMILLION & WHITE WEALTH MANAGEMENT GROUP

Office #1: 521 Kimberton Road, Phoenixville, PA 19460

RIA

CRD#: 168215

Phoenixville, PA

Past

January 1, 2009 - September 10, 2013

SIMON CAPITAL MANAGEMENT

RIA

CRD#: 132581

ARDMORE, PA

Past

July 21, 2003 - June 27, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

CONSHOHOCKEN, PA

Past

October 6, 2002 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

October 6, 2002 - June 27, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

CONSHOHOCKEN, PA

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".

VERMILLION & WHITE WEALTH MANAGEMENT GROUP

INVESTMENT ADVISORY SERVICES | VERMILLION & WHITE WEALTH MANAGEMENT GROUP LLC | VERMILLION & WHITE WEALTH MANAGEMENT GROUP

CRD#: 168215 / SEC#: 801-121066

RIA

Registered Investment Advisory firm - (2/1/2022 Approved)

New Jersey

Registered Investment Advisory firm - (5/19/2022 Terminated)

Pennsylvania

Registered Investment Advisory firm - (5/20/2022 Terminated)

Texas

Registered Investment Advisory firm - (5/19/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

New Jersey
(5/15/2015)

IAR

Pennsylvania
(9/13/2013)

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: 10/23/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/2/2002

General Securities Representative Examination

Current Firm

VERMILLION & WHITE WEALTH MANAGEMENT GROUP

INVESTMENT ADVISORY SERVICES | VERMILLION & WHITE WEALTH MANAGEMENT GROUP LLC | VERMILLION & WHITE WEALTH MANAGEMENT GROUP

CRD#: 168215 / SEC#: 801-121066

RIA

Registered Investment Advisory firm - (2/1/2022 Approved)

New Jersey

Registered Investment Advisory firm - (5/19/2022 Terminated)

Pennsylvania

Registered Investment Advisory firm - (5/20/2022 Terminated)

Texas

Registered Investment Advisory firm - (5/19/2022 Terminated)

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Contact information

Main Address

521 Kimberton Road, Phoenixville, PA 19460

Mailing Address

Phone number

(610) 977-2098

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VERMILLION & WHITE WEALTH DISCLOSURE BROCHURE (3/29/2024)

Regulatory assets under management

Total Number of Accounts	825
AUM (Assets Under Management)	$ 203,336,800

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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Brian J. White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Joseph White's CRS (Customer Relationship Summary).

Certified licenses

Experience

VERMILLION & WHITE WEALTH MANAGEMENT GROUP

SIMON CAPITAL MANAGEMENT

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

VERMILLION & WHITE WEALTH MANAGEMENT GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 10/23/2002

Series 7

Date: 10/2/2002

Current Firm

VERMILLION & WHITE WEALTH MANAGEMENT GROUP

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VERMILLION & WHITE WEALTH MANAGEMENT GROUP

TRUST BUT VERIFY

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