Jeffrey H. White

WINGATE WEALTH ADVISORS

LEXINGTON, MA 02472

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CRD#: 465128

Professional summary

Jeffrey Hayden White, CFA, CFP®, who also goes by Jeffrey Hyden White, is a registered financial advisor currently at WINGATE WEALTH ADVISORS, INC. located in Lexington, Massachusetts.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1970. Jeffrey has worked at 7 firms and has passed the Series 63, Series 1 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey Hyden White

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 Jeffrey Hayden 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®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Experience

Current

April 14, 1994 - Present

WINGATE WEALTH ADVISORS, INC.

Office #1: 450 Bedford Street, Lexington, MA 02472

RIA

CRD#: 105012

LEXINGTON, MA

Past

April 14, 1994 - March 26, 2013

WINGATE PLANNING CORP

RIA

CRD#: 108094

LEXINGTON, MA

Past

May 9, 1986 - February 4, 1997

WINGATE CAPITAL CORPORATION

CRD#: 17820

LEXINGTON, MA

Past

July 11, 1984 - May 6, 1986

SUMMIT CORPORATION

CRD#: 14887

Past

January 25, 1984 - July 2, 1984

MOORS & CABOT, INC.

CRD#: 594

Past

November 3, 1972 - January 23, 1984

U. S. BOSTON CAPITAL CORPORATION

CRD#: 5251

Past

August 25, 1970 - August 9, 1972

HARRY FITZPATRICK CHANCE & CO INC

CRD#: 1000001

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".

WINGATE WEALTH ADVISORS, INC.

WINGATE FINANCIAL CORP | WINGATE WEALTH ADVISORS, INC. | WINGATE FINCNAICL CORP

CRD#: 105012 / SEC#: 801-28664

RIA

Registered Investment Advisory firm - (1/7/1987 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

Massachusetts
(4/14/1994)

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

Series 63

Date: 7/23/1980

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 1

Date: 8/17/1970

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/3/1985

General Securities Principal Examination

Current Firm

WINGATE WEALTH ADVISORS, INC.

WINGATE FINANCIAL CORP | WINGATE WEALTH ADVISORS, INC. | WINGATE FINCNAICL CORP

CRD#: 105012 / SEC#: 801-28664

RIA

Registered Investment Advisory firm - (1/7/1987 Approved)

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Contact information

Main Address

450 Bedford Street, Lexington, MA 02420-1547

Mailing Address

Phone number

(781) 862-7100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WWA INC PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts	2,849
AUM (Assets Under Management)	$ 1,324,958,318

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.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Jeffrey H. White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Hayden White's CRS (Customer Relationship Summary).

Certified licenses

Experience

WINGATE PLANNING CORP

WINGATE CAPITAL CORPORATION

SUMMIT CORPORATION

MOORS & CABOT, INC.

U. S. BOSTON CAPITAL CORPORATION

HARRY FITZPATRICK CHANCE & CO INC

Primary Firm SEC Registration

WINGATE WEALTH ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/23/1980

Series 1

Date: 8/17/1970

Series 24

Date: 5/3/1985

Current Firm

WINGATE WEALTH ADVISORS, INC.

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WINGATE WEALTH ADVISORS, INC.

TRUST BUT VERIFY

Contact information

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