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TW

Timothy M. White

BUCK WEALTH STRATEGIES
SHALLOTTE, NC 28470
Some features on this profile are disabled
CRD#: 6369509
TW

Professional summary

Timothy M White, who also goes by Timothy Michael White, Timothy White, is a registered financial advisor currently at BUCK WEALTH STRATEGIES, LLC located in Shallotte, North Carolina and MADISON AVENUE SECURITIES, LLC located in Shallotte, North Carolina.

Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Timothy has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Timothy Michael White | Timothy 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 Timothy M 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

August 11, 2025 - Present

BUCK WEALTH STRATEGIES, LLC

Office #1: 5039 Main St. #5, Shallotte, NC 28470
RIA
CRD#: 322138
SHALLOTTE, NC
Current

August 7, 2025 - Present

MADISON AVENUE SECURITIES, LLC

Office #1: 5039-5 Main St., Shallotte, NC 28470
RIA
BD
CRD#: 23224
Shallotte, NC
Past

October 9, 2024 - August 11, 2025

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
Wilmington, NC
Past

October 9, 2024 - August 11, 2025

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
Wilmington, NC
Past

August 3, 2022 - April 15, 2024

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Southport, NC
Past

August 3, 2022 - April 15, 2024

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Southport, NC
Past

February 25, 2020 - February 22, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
WILMINGTON, NC
Past

February 25, 2020 - February 22, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
WILMINGTON, NC
Past

November 28, 2014 - February 25, 2020

EDWARD JONES

RIA
CRD#: 250
LELAND, NC
Past

September 8, 2014 - February 25, 2020

EDWARD JONES

BD
CRD#: 250
LELAND, NC

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".
BW
BUCK WEALTH STRATEGIES, LLC
BUCK WEALTH STRATEGIES, LLC | JOHN INGRAHAM, LLC | E. A. BUCK FINANCIAL SERVICES

CRD#: 322138 / SEC#: 801-126075

RIA
Registered Investment Advisory firm - (7/12/2022 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.
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

IAR
North Carolina
(8/11/2025)
RR
North Carolina
(8/14/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/3/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/8/2014
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BW
BUCK WEALTH STRATEGIES, LLC
BUCK WEALTH STRATEGIES, LLC | JOHN INGRAHAM, LLC | E. A. BUCK FINANCIAL SERVICES

CRD#: 322138 / SEC#: 801-126075

RIA
Registered Investment Advisory firm - (7/12/2022 Approved)
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Contact information

Main Address
4600 S. Syracuse Street Suite 650, Denver, CO 80237
Mailing Address
Phone number
(888) 210-6567
Established
Firm type
Fiscal year end
# of Employees
66

SEC notice filing (31 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (8/11/2025)

Regulatory assets under management

Total Number of Accounts3,982
AUM (Assets Under Management)$ 565,377,646

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/14/2026
Cover Page
Report
12/03/2024
Cover Page
Report
01/26/2024
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.

Company Information

BUCK WEALTH STRATEGIES, LLC

CRD#: 322138Shallotte, NC 28470

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