Chad M. White

LRI INVESTMENTS

Newtown, PA 18940

Some features on this profile are disabled

CRD#: 6076276

Professional summary

Chad Michael White, who also goes by Chad M. White, Chad White, is a registered financial advisor currently at LRI INVESTMENTS located in Newtown, Pennsylvania and M HOLDINGS SECURITIES, INC. located in Newtown, Pennsylvania.

Chad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Chad has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chad M. 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) - RIA

Click below to view Chad Michael 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

November 1, 2024 - Present

LRI INVESTMENTS

Office #1: 109 Pheasant Run, Newtown, PA 18940

RIA

CRD#: 323556

Newtown, PA

Current

February 21, 2023 - Present

M HOLDINGS SECURITIES, INC.

Office #1: 109 Pheasant Run, Newtown, PA 18940

RIA

CRD#: 43285

Newtown, PA

Past

October 14, 2024 - July 2, 2025

M HOLDINGS SECURITIES, INC.

RIA

CRD#: 43285

PORTLAND, OR

Past

March 1, 2019 - March 2, 2023

EQUITABLE ADVISORS, LLC

CRD#: 6627

BALA CYNWYD, 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".

LRI INVESTMENTS

CRD#: 323556 / SEC#: 801-127277

RIA

Registered Investment Advisory firm - (4/12/2024 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.

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

California
(3/11/2024)

Maryland
(3/11/2024)

New Jersey
(3/11/2024)

North Carolina
(3/11/2024)

Pennsylvania
(1/31/2024)

IAR

Pennsylvania
(11/1/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/30/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/1/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/7/2018

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

LRI INVESTMENTS

CRD#: 323556 / SEC#: 801-127277

RIA

Registered Investment Advisory firm - (4/12/2024 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3825 Pga Blvd Suite 303, Palm Beach Gardens, FL 33410

Mailing Address

Phone number

(561) 323-2265

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LRI INVESTMENTS, LLC DISCLOSURE BROCHURE (8/15/2025)

Regulatory assets under management

Total Number of Accounts	1,295
AUM (Assets Under Management)	$ 1,404,038,363

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.

Similar Advisors

Paul Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Horsham, PA

Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Delray Beach, FL

David Ducharme

DUCHARME WEALTH ADVISORS, LLC

IAR

Jenkintown, PA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Chad M. White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Michael White's CRS (Customer Relationship Summary).

Certified licenses

Experience

M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC.

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

LRI INVESTMENTS

State Registrations and Notice Filings

Exams

Series 66

Date: 1/30/2024

Series 7TO

Date: 3/1/2019

SIE

Date: 12/7/2018

FINRA

Current Firm

LRI INVESTMENTS

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LRI INVESTMENTS

TRUST BUT VERIFY

Similar Advisors