Unclaimed Profile

Catherine Friend White

FINARC LLC·NEEDHAM, Massachusetts

24 years registeredFINARC LLC

140 KENDRICK STREET, NEEDHAM, MA 02494CRD# 1641544Firm CRD# 107487

Profile Verification

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

Identity

Catherine Friend White · NEEDHAM, MA

Registration

CRD #1641544 · FINARC LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FINARC LLC

FINARC INVESTMENTS, INC.

Apr 2013 – Jan 2014

NORWOOD, MA

FINARC LLC

Jan 2002 – Sep 2013

NEEDHAM, MA

Registrations & Exams

Registration record

First registered · January 1, 2002

Years registered · 24

Disclosure History

1998Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

FINARC LLC

CRD 107487 · SEC 801-37761

AUM

$62M

Regulatory assets under management

Employees

320 client accounts

Services offered by FINARC LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at FINARC LLC →

Introduction

Speak with Catherine

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Catherine is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NEEDHAM?

Browse all registered financial advisors in NEEDHAM, Massachusetts or claim this profile if it's yours.

Browse NEEDHAM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Catherine Friend White offer?

Catherine Friend White specializes in Investment Management, Wealth Management.

What are Catherine Friend White's credentials?

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

Where is Catherine Friend White located?

Catherine Friend White is based in NEEDHAM, Massachusetts, last registered with FINARC LLC.

How does Catherine Friend White charge for services?

Catherine Friend 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 FINARC LLC?

FINARC LLC has approximately 1 employees and manages $62M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →