Damon A. White

EVERMAY WEALTH MANAGEMENT

WASHINGTON, DC

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CRD#: 4625892

Professional summary

Damon Anthony White is a registered financial advisor currently at EVERMAY WEALTH MANAGEMENT, LLC located in Washington, District Of Columbia.

Damon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Damon has worked at 2 firms and has passed the Series 66, Series 7, Series 27 and Series 24 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Damon Anthony 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®

None

Experience

Current

May 19, 2009 - Present

EVERMAY WEALTH MANAGEMENT, LLC

Office #2: 3901 Fairfax Drive Suite 400, Arlington, VA 22203

RIA

CRD#: 149230

WASHINGTON, DC

Past

January 19, 2006 - April 16, 2009

UNITED BROKERAGE SERVICES, INC

RIA

CRD#: 39062

FAIRFAX, VA

Past

June 6, 2003 - April 16, 2009

UNITED BROKERAGE SERVICES, INC

CRD#: 39062

FAIRFAX, VA

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".

EVERMAY WEALTH MANAGEMENT, LLC

CRD#: 149230 / SEC#: 801-70170

RIA

Registered Investment Advisory firm - (3/27/2009 Approved)

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

District of Columbia
(12/22/2023)

IAR

Virginia
(8/13/2013)

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: 4/28/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 6/3/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 27

Date: 10/11/2005

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 2/16/2005

General Securities Principal Examination

Current Firm

EVERMAY WEALTH MANAGEMENT, LLC

CRD#: 149230 / SEC#: 801-70170

RIA

Registered Investment Advisory firm - (3/27/2009 Approved)

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Contact information

Main Address

3901 Fairfax Drive Suite 400, Arlington, VA 22203

Mailing Address

Phone number

(703) 822-5696

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EVERMAY WEALTH MANAGEMENT FORM ADV PART 2A (8/1/2025)

Regulatory assets under management

Total Number of Accounts	1,787
AUM (Assets Under Management)	$ 1,180,517,977

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/21/2025	Cover Page	Report
10/04/2024	Cover Page	Report
10/16/2023	Cover Page	Report
11/18/2022	Cover Page	Report

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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Damon A. White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Damon Anthony White's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNITED BROKERAGE SERVICES, INC

UNITED BROKERAGE SERVICES, INC

Primary Firm SEC Registration

EVERMAY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/28/2004

Series 7

Date: 6/3/2003

Series 27

Date: 10/11/2005

Series 24

Date: 2/16/2005

Current Firm

EVERMAY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EVERMAY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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