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Duncan White

Fiduciary Financial Advisors

Grand Rapids, MI

CRD 8196314

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Employer firm

Fiduciary Financial Advisors CRD 172103

$1.33B regulatory AUM 59 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • DIGITAL ASSET MANAGEMENT, OUTSOURCED CCO

From the firm’s Form ADV. Read the guides:

Current Employers
Fiduciary Financial Advisors

124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-12-01
  • MI RA
    APPROVED
    Since 2025-12-01

Branch Locations

124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Judson Group Grand Rapids MI 04/2016 10/2020
Ae Betencourt Grand Rapids MI 10/2020 10/2025
Fiduciary Financial Advisors Grand Rapids MI 12/2025 Present
  • 04/2016 → 10/2020
    Judson Group
    Grand Rapids, MI
  • 10/2020 → 10/2025
    Ae Betencourt
    Grand Rapids, MI
  • 12/2025 → Present
    Fiduciary Financial Advisors
    Grand Rapids, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-26
  • S65 Uniform Investment Adviser Law Examination
    2025-11-26
Other Names
  • Duncan James White

View on SEC IAPD

Nearby Firms

J. W. COLE ADVISORS, INC.
CREATIVEONE WEALTH, LLC
AI ALPHA LLC

Nearby Investors

LEONARD MARTIN RHOADES
PAUL JACOB KITZROW
JEFFREY KEITH STUKEY

Nearby Offices

J. W. COLE ADVISORS, INC. · Grand Rapids, MI
CREATIVEONE WEALTH, LLC · Grand Rapids, MI
AI ALPHA LLC · GRAND RAPIDS, MI

More in Grand Rapids, MI

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