Unclaimed Profile

Geoffrey Wayne White

CAPITAL STRATEGIES GROUP, LLC·TEMPE, Arizona

Series 6, Series 7, Series 63, Series 6520 years registeredCAPITAL STRATEGIES GROUP, LLC

2151 E. BASELINE ROAD, TEMPE, AZ 85283CRD# 4078929Firm CRD# 140120

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Geoffrey Wayne White · TEMPE, AZ

Registration

CRD #4078929 · CAPITAL STRATEGIES GROUP, LLC · 20 years registered

Brand Profile

Not yet started

Career History

CAPITAL STRATEGIES GROUP, LLC

May 2006 – present

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · May 9, 2006

Years registered · 20

Disclosure History

2010Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CAPITAL STRATEGIES GROUP, LLC

CRD 140120 · SEC 801-69268

AUM

$39M

Regulatory assets under management

Employees

422 client accounts

Services offered by CAPITAL STRATEGIES GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL STRATEGIES GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Geoffrey Wayne White offer?

Geoffrey Wayne White specializes in Financial Planning, Investment Management. Contact their office in TEMPE, Arizona for a consultation.

What are Geoffrey Wayne White's credentials?

Geoffrey Wayne White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Geoffrey Wayne White located?

Geoffrey Wayne White is based in TEMPE, Arizona, working with CAPITAL STRATEGIES GROUP, LLC. Their office serves clients in the TEMPE metropolitan area and surrounding communities.

How does Geoffrey Wayne White charge for services?

Geoffrey Wayne White's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL STRATEGIES GROUP, LLC?

CAPITAL STRATEGIES GROUP, LLC has approximately 1 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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