Adam White (CRD# 6110464) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in San Francisco, CA and has over 11 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| R.w Baird | Mill Valley, CA | Aug 2017 - Current | 6 |
| Eaton Vance Distributors, Inc. | Boston, MA | Jun 2015 - Jul 2017 | 2 |
| Eaton Vance Management | Boston, MA | Jun 2015 - Jul 2017 | 2 |
| Eaton Vance Management | Boston, MA | Oct 2013 - Jun 2015 | 1 |
| Eaton Vance Distributors, Inc. | Boston, MA | Oct 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2014 |
- CA
- MA
- TX
-
Total Assets Under Management287,515MILLIONS
-
Total Number of Accounts331,500ACCOUNTS
-
Average Account Value$867,315
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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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