Unclaimed Profile

Jeffrey Hayden White

WINGATE WEALTH ADVISORS, INC.·LEXINGTON, Massachusetts

Series 1, Series 24, Series 63Clean record32 years registeredWINGATE WEALTH ADVISORS, INC.

450 BEDFORD STREET, LEXINGTON, MA 02420-1547CRD# 465128Firm CRD# 105012

Profile Verification

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

Identity

Jeffrey Hayden White · LEXINGTON, MA

Registration

CRD #465128 · WINGATE WEALTH ADVISORS, INC. · 32 years registered

Brand Profile

Not yet started

Career History

WINGATE WEALTH ADVISORS, INC.

Apr 1994 – present

WINGATE PLANNING CORP

Apr 1994 – Mar 2013

LEXINGTON, MA

Registrations & Exams

FINRA examinations passed

Series 1

Series 24

Series 63

Registration record

First registered · April 14, 1994

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WINGATE WEALTH ADVISORS, INC.

CRD 105012 · SEC 801-28664

AUM

$1.2B

Regulatory assets under management

Employees

2,810 client accounts

Services offered by WINGATE WEALTH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WINGATE WEALTH ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Jeffrey Hayden White offer?

Jeffrey Hayden White specializes in Financial Planning, Investment Management. Contact their office in LEXINGTON, Massachusetts for a consultation.

What are Jeffrey Hayden White's credentials?

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

Where is Jeffrey Hayden White located?

Jeffrey Hayden White is based in LEXINGTON, Massachusetts, working with WINGATE WEALTH ADVISORS, INC.. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.

How does Jeffrey Hayden White charge for services?

Jeffrey Hayden White's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WINGATE WEALTH ADVISORS, INC.?

WINGATE WEALTH ADVISORS, INC. has approximately 26 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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