Chad Michael White

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2006 → 11/2024
  Lpl Financial Llc
  Lakewood, NJ
• 12/2024 → Present
  Commonwealth Financial Network
  Waltham, MA
• 12/2024 → Present
  Safe Harbor Wealth Management Inc.
  Toms River, NJ

Previous Registrations

• 2006-03-06 → 2024-12-26
  Lpl Financial Llc
  Lakewood, NJ
  Toms River, NJ
  New Brunswick, NJ
• 2004-07-08 → 2006-03-17
  New Century Financial Group, Llc
  Lakewood, NJ

Other Businesses

1. Owner, Safe Harbor Investments, LLC, an entity created for the purpose of buying and managing commercial real estate in Toms River, NJ, as of 2013; 2% of time spent during business hours; Conducted at branch; Investment related. 2. Tax Preparation, Ocean Tax Pros, LLC; as of 2019; 5% of time spent during business hours; Conducted at branch; Not investment related. 3. Owner, Ocean Tax Pros, LLC; providing tax services; as of 2019; 5% of time spent during business hours; Conducted at branch location; Not Investment related. 4. Fixed insurance sales; as of 10/02/2024; 5% of time spent during business hours; Conducted at branch location; Investment related. 5. Owner, Safe Harbor Wealth Management, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 12/12/2006; 95% time spent during business hours; Conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-11-14
• S63 Uniform Securities Agent State Law Examination
  1998-02-28