David White (CRD# 2973472) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 26 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eaton Vance Distributors, Inc. | Boston, MA | Jan 2016 - Current | 8 |
| Eaton Vance Management | Boston, MA | Jan 2016 - Current | 8 |
| John Hancock Distributors LLC | Boston, MA | Jun 2010 - Current | 13 |
| Sovereign Asset Management | Boston, MA | Dec 2005 - Current | 18 |
| John Hancock Funds, LLC | Boston, MA | Dec 2005 - Current | 18 |
| John Hancock Advisors | Boston, MA | Dec 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1998 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2003 |
- MA
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Total Assets Under Management63,043MILLIONS
-
Total Number of Accounts3,851ACCOUNTS
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Average Account Value$16,370,621
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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