MW
Marc P. White
WHITE, ROBERTS & STRATTON
CHICAGO, IL 60611-3598
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CRD#: 5078751
MW
Professional summary
Marc Patrick White is a registered financial advisor currently at WHITE, ROBERTS & STRATTON, INC. located in Chicago, Illinois.
Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Marc has worked at 1 firm and has passed the Series 65 exam.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Marc Patrick White's 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®
NoneExperience
Current
March 8, 2006 - Present
WHITE, ROBERTS & STRATTON, INC.
Office #1: 211 East Ontario Suite 1850, Chicago, IL 60611-3598RIA
CRD#: 139133
CHICAGO, IL
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
Illinois(3/8/2006)
Current Firm
WR
WHITE, ROBERTS & STRATTON, INC.
WHITE, ROBERTS & STRATTON, INC.
CRD#: 139133 / SEC#:
Illinois
Registered Investment Advisory firm - (3/8/2006 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
19710 Governors Highway, Suite 9, Flossmoor, IL 60422-2081
Mailing Address
Phone number
(708) 799-7570
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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