Chief Compliance Officer · Wingate Wealth Advisors, Inc.
Jeffrey H. White
CRD 465128 · Named on Form ADV at one SEC-registered adviser
At a glance
Wingate Wealth Advisors, Inc., an SEC-registered wealth manager based in Lexington, MA with $1.4 billion in regulatory assets, lists Jeffrey H. White on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Wingate Wealth Advisors, Inc.Chief Compliance OfficerWealth manager · Lexington, MA · $1.4B in regulatory assets
AtlasMembers
Jeffrey’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- John C. SlupskiShareholder, Wingate Wealth Advisors, Inc.
- Matthew A. LaskerShareholder, Wingate Wealth Advisors, Inc.
- Gary D. PomerantzShareholder, Wingate Wealth Advisors, Inc.
- Richard C. ByronChief Operating Officer, Wingate Wealth Advisors, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.