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CW

Chad L. White

CORINTHIAN PARTNERS, L.L.C.
NEW YORK, NY 10016
Some features on this profile are disabled
CRD#: 4673048
CW

Professional summary

Chad L White, who also goes by Chad L White, Chad White, is a registered financial professional currently at CORINTHIAN PARTNERS, L.L.C. located in New York, New York.

Chad is registered as a RR (Registered Representative) and started their career in finance in 2004. Chad has worked at 11 firms and has passed the Series 63, Series 65, Series 99TO, Series 57TO, SIE, Series 79, Series 34, Series 3, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Chad L White | Chad 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) - BD

Click below to view Chad L 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

March 30, 2023 - Present

CORINTHIAN PARTNERS, L.L.C.

Office #1: 275 Madison Avenue 8th Floor, New York, NY 10016
BD
CRD#: 38912
NEW YORK, NY
Past

January 11, 2021 - March 31, 2021

MARCH CAPITAL CORP.

BD
CRD#: 24142
CHICAGO, IL
Past

October 1, 2020 - December 31, 2020

INVESTX MARKETS LLC

BD
CRD#: 148248
CHICAGO, IL
Past

September 4, 2015 - November 24, 2015

WEALTHFORGE SECURITIES, LLC

BD
CRD#: 152550
Portland, ME
Past

December 16, 2014 - June 11, 2020

MD GLOBAL PARTNERS, LLC

BD
CRD#: 140988
NEW YORK, NY
Past

March 25, 2013 - July 18, 2013

TRADESTATION SECURITIES, INC.

BD
CRD#: 39473
CHICAGO, IL
Past

February 10, 2011 - May 30, 2012

HOLD BROTHERS CAPITAL LLC

BD
CRD#: 151864
NEW YORK, NY
Past

August 18, 2006 - February 24, 2009

TD AMERITRADE, INC.

RIA
CRD#: 7870
LA JOLLA, CA
Past

August 18, 2006 - February 24, 2009

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
LA JOLLA, CA
Past

August 18, 2006 - February 24, 2009

TD AMERITRADE, INC.

BD
CRD#: 7870
LA JOLLA, CA
Past

March 9, 2006 - August 11, 2006

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
OVERLAND PARK, KS
Past

October 4, 2004 - August 11, 2006

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
OVERLAND PARK, KS
Past

October 4, 2004 - August 11, 2006

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
OVERLAND PARK, KS

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(5/9/2025)
RR
Virginia
(3/30/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 4/5/2013
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 3/3/2006
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 5/9/2025
Operations Professional Examination
General Industry/Product Exam
RR
Series 57TO
Date: 4/4/2025
Securities Trader Exam
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 3/28/2016
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 34
Date: 5/31/2013
Retail Off-Exchange FOREX Examination
General Industry/Product Exam
RR
Series 3
Date: 5/14/2013
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 11/2/2005
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/1/2004
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CP
CORINTHIAN PARTNERS, L.L.C.
CORINTHIAN PARTNERS, L.L.C. | CORINTHIAN PARTNERS, L.P.

CRD#: 38912 / SEC#: , 8-48461

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
275 Madison Avenue 8th Floor, New York, NY 10016
Mailing Address
275 Madison Avenue 8th Floor, New York, NY 10016
Phone number
(212) 287-1500
Established
New York since 05/16/1997
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (33 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CORINTHIAN HOLDINGSGENERAL PARTNER
CALABRESE, RICHARDCHAIRMAN/PRESIDENT/CCO1549013
CARTER, ANA RPFO & POO4424794
CARTER, ANA RFINOP4424794
MANOFF, MITCHELLDIRECTOR/CEO INVESTMENT BANKING815314

Disclosures

Regulatory Event4

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.

Company Information

CORINTHIAN PARTNERS, L.L.C.

CRD#: 38912New York, NY 10016

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