CW
Colin White
FRAZIER FINANCIAL ADVISORS
COLUMBUS, OH 43221
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CRD#: 7653199
CW
Professional summary
Colin White is a registered financial advisor currently at FRAZIER FINANCIAL ADVISORS, LLC located in Columbus, Ohio.
Colin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Colin has worked at 1 firm .
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 Colin 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
September 12, 2025 - Present
FRAZIER FINANCIAL ADVISORS, LLC
Office #1: 1690 West Lane Avenue Suite 280, Columbus, OH 43221RIA
CRD#: 106649
COLUMBUS, OH
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".
FF
FRAZIER FINANCIAL ADVISORS, LLC
FRAZIER FINANCIAL ADVISORS | JAMES ARTHUR FRAZIER | FRAZIER JAMES ARTHUR | FRAZIER FINANCIAL ADVISORS, LLC
CRD#: 106649 / SEC#: 801-50432
RIA
Registered Investment Advisory firm - (10/23/1995 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
Ohio(9/12/2025)
Exams
Current Firm
FF
FRAZIER FINANCIAL ADVISORS, LLC
FRAZIER FINANCIAL ADVISORS | JAMES ARTHUR FRAZIER | FRAZIER JAMES ARTHUR | FRAZIER FINANCIAL ADVISORS, LLC
CRD#: 106649 / SEC#: 801-50432
RIA
Registered Investment Advisory firm - (10/23/1995 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1690 West Lane Avenue Suite 280, Columbus, OH 43221
Mailing Address
Phone number
(614) 793-8297
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (19 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,751 |
| AUM (Assets Under Management) | $ 929,855,340 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/16/2025 | ||
| 04/07/2025 | ||
| 01/25/2024 | ||
| 10/26/2022 |
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.
