Douglas Edward 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

• 10/2008 → 03/2021
  Winslow, Evans & Crocker, Inc.
  Boston, MA
• 02/2012 → 03/2021
  Burns & Levinson Asset Management, Llc
  Boston, MA
• 01/2013 → 03/2021
  Winslow Wealth Management, Llc
  Boston, MA
• 03/2021 → 07/2022
  National Securities Corporation
  Boston, MA
• 03/2021 → 02/2024
  B. Riley Wealth Advisors
  Boston, MA
• 07/2022 → 02/2024
  B. Riley Wealth Management
  Boston, MA
• 02/2024 → Present
  Capital Management Partners, Llc
  Lynnfield, MA
• 02/2024 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2021-04-07 → 2024-02-12
  B. Riley Wealth Advisors, Inc.
  Boston, MA
• 2012-02-15 → 2022-11-26
  Mccarter Private Wealth Services Llc
  Boston, MA
• 2018-01-05 → 2021-07-23
  Winslow Wealth Management Llc
  Boston, MA
• 2008-10-21 → 2021-04-13
  Winslow, Evans & Crocker, Inc.
  Boston, MA
  Boston, MA
• 2013-01-08 → 2017-12-31
  Winslow Wealth Management Llc
  Boston, MA
• 2011-05-23 → 2011-06-24
  Mccarter Private Wealth Services Llc
  Boston, MA
• 2004-03-25 → 2008-10-07
  Detwiler Fenton & Co.
  Boston, MA
  Boston, MA
  Boston, MA
  Boston, MA
• 2001-06-16 → 2002-07-16
  J.P. Morgan Securities Inc.
  Boston, MA

Other Businesses

Fixed insurance sales; as of 01/31/2023; 0% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-10-26
• S63 Uniform Securities Agent State Law Examination
  1982-08-27

Designations

• Chartered Financial Analyst