Donald
White

Collaborative Wealth

CRD#1347171
Investment Advisor
in Stuart, FL

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About this Advisor

Donald White is a chartered financial consultant working in Stuart, Florida with a total of 5 years of relevant experience. White is an advisor for Collaborative Wealth. Their career trajectory has included roles at Treasure Coast Financial Services, Inc, Invest Financial Corporation, Lpl Financial LLC and Collaborative Wealth. White maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Florida. Collaborative Wealth is an advisory business headquartered in Lake Mary, FL. The investment advisory business has offices in three locations and a total of 12 people on staff. It handles $390 million in assets among its 1,497 client accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm serves three charitable organizations. Of its 1,497 customer accounts, 20% belong to high-net-worth investors who have more than $1 million in assets. Collaborative Wealth provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules depend on which service is offered. However, fee types billed by Collaborative Wealth likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1805 S. Kanner Hwy
Stuart, FL 34994

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Collaborative Wealth Brokerage Details

Total Assets Under Management

$390,123,432

FL Average: $1,855,561,029
Total Number of Employees

12

FL Average: 62
Total Number of Accounts

1,497

FL Average: 2,474
Average Account Size

$260,603

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Donald White Work History

Donald has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Lpl Financial LLC

2018 - Present (6 years)

Collaborative Wealth

1988 - Present (36 years)

Treasure Coast Financial Services, Inc

2007 - 2018 (11 years)

Invest Financial Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Donald White to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Collaborative Wealth

Larry Resczenski
Gainesville, FL
Matthew Giles
Lake Mary, FL
Shawn Smith
Lake Mary, FL
Benjamin Sullivan
Lake Mary, FL
Stephen Magallanes
Stuart, FL
Brenton Thai
Lake Mary, FL
Chad Justice
Lake Mary, FL
Thomas Pratt
Orlando, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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