Unclaimed Profile

John Christopher White

THE COLONY GROUP, LLC·BOSTON, Massachusetts

Series 7, Series 63, Series 87Clean record19 years registeredTHE COLONY GROUP, LLC

ONE BOSTON PLACE, 11TH FLOOR, BOSTON, MA 02108CRD# 2868463Firm CRD# 159289

Profile Verification

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

Identity

John Christopher White · BOSTON, MA

Registration

CRD #2868463 · THE COLONY GROUP, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE COLONY GROUP, LLC

THE COLONY GROUP, LLC

Mar 2015 – Nov 2023

RICHMOND, VA

CAPGROUP ADVISORS

Nov 2013 – Mar 2015

RICHMOND, VA

MENTOR WEALTH MANAGEMENT

Jul 2009 – Mar 2013

RICHMOND, VA

FINANCEWARE, INC. DBA WEALTHCARE CAPITAL MANAGEMENT

Apr 2007 – Jun 2009

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 87

Registration record

First registered · April 19, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE COLONY GROUP, LLC

CRD 159289 · SEC 801-72862

AUM

$21.5B

Regulatory assets under management

Employees

1,390

20,909 client accounts

Services offered by THE COLONY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at THE COLONY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does John Christopher White offer?

John Christopher White specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are John Christopher White's credentials?

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

Where is John Christopher White located?

John Christopher White is based in BOSTON, Massachusetts, last registered with THE COLONY GROUP, LLC.

How does John Christopher White charge for services?

John Christopher White's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: rev. sharing w/ frs and on eligible credit & cash mgmt solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE COLONY GROUP, LLC?

THE COLONY GROUP, LLC has approximately 1390 employees and manages $21.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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