Donald White has been an investment adviser representative at Collaborative Wealth Management since November 2018, and is not listed among the firm’s executive officers or direct owners.
Collaborative Wealth Management, Inc. is a Lake Mary, FL firm with $653M under management, 937 clients and 9 advisers across 4 offices, as of its March 2026 filing.
Donald White’s longest registration was 12 years at Mutual Service Corporation (1995–2007). Before joining Collaborative Wealth Management in 2018, Donald White was registered through LPL Financial LLC and Invest Financial Corporation.
- Collaborative WealthCurrent– present · 7 yearsStuart, FL · Adviser representative · Firm CRD 142106
- LPL Financial LLC– · 1 yearStuart, FL · Adviser representative · Firm CRD 6413
- Invest Financial Corporation– · 10 yearsStuart, FL · Adviser representative · Firm CRD 12984
- Treasure Coast Financial Services– · 8 yearsStuart, FL · Adviser representative · Firm CRD 119885
- Mutual Service Corporation– · 12 yearsStuart, FL · Adviser representative · Firm CRD 4806
Investment adviser representative registrations
Donald White is registered as an investment adviser representative in Florida, since November 2018.
- FloridaSince 7 November 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 28 September 1999 |
| Series 24 | General Securities Principal Examination | 25 February 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 October 1987 |
| Series 7 | General Securities Representative Examination | 16 March 1985 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Donald Francis White
- CRD
- 1347171
- Firm
- Collaborative Wealth Management · CRD 142106
- Office
- 1805 S. Kanner Hwy, Stuart, FL 34994
- Registration
- Investment adviser registration
- In the industry since
- March 1985
- Disciplinary history
- Not yet shown here · SEC record
Where does Donald White work?
Donald White is an investment adviser representative registered through Collaborative Wealth Management, Inc. since November 2018, and is not listed among the firm’s executive officers or direct owners.
Is Donald White a financial advisor?
Yes. Donald White has a current investment-adviser registration in Florida, through Collaborative Wealth Management since November 2018.
How many years of experience does Donald White have?
Donald White has 41 years in the financial industry, since March 1985, across 5 adviser firms.
What exams has Donald White passed?
Donald White has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in March 1985. FINRA credited Donald White with the SIE, which began in October 2018.
Where did Donald White work before Collaborative Wealth Management?
Before Collaborative Wealth Management, Donald White was registered through Invest Financial Corporation, July 2007 to February 2018; Treasure Coast Financial Services, April 1999 to December 2007; Mutual Service Corporation, February 1995 to July 2007.
Where is Donald White based?
Donald White’s registered office is in Stuart, FL.
Is Donald White registered with FINRA?
No. Donald White has no current broker registration.
How can I verify Donald White’s record?
Search CRD 1347171 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Donald White’s full registration record.
