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Marc Anthony White

CLARENDON PRIVATE LLC·BOSTON, Massachusetts
SIE, Series 7, Series 8, Series 24, Series 63, Series 65Clean record4 years registeredCLARENDON PRIVATE LLC
131 CLARENDON STREET, BOSTON, MA 02116-5131CRD# 1269129Firm CRD# 316616

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marc Anthony White · BOSTON, MA
Registration
CRD #1269129 · CLARENDON PRIVATE LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

CLARENDON PRIVATE LLC
May 2022 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 8
Series 24
Series 63
Series 65
Registration record
First registered · May 23, 2022
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CLARENDON PRIVATE LLC
CRD 316616 · SEC 801-122430
AUM
$329M
Regulatory assets under management
Employees
9
128 client accounts
Services offered by CLARENDON PRIVATE LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CLARENDON PRIVATE LLC →
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05

Frequently Asked Questions

What services does Marc Anthony White offer?
Marc Anthony White specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.
What are Marc Anthony White's credentials?
Marc Anthony White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marc Anthony White located?
Marc Anthony White is based in BOSTON, Massachusetts, working with CLARENDON PRIVATE LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Marc Anthony White charge for services?
Marc Anthony White's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLARENDON PRIVATE LLC?
CLARENDON PRIVATE LLC has approximately 9 employees and manages $329M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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