Ronald Whited has been Managing Partner/Member/Chief Compliance Officer of Wealthtrak Capital Management since October 2011, is a control person of the firm and directly owns between 50% and 75% of it. Ronald Whited studied at Old Dominion University.
Wealthtrak Capital Management, L.L.C. is a Virginia Beach, VA firm with $214M under management, 278 clients and 3 advisers in one office, as of its May 2026 filing.
Chris Whited is Managing Partner of WealthTrak, based in Virginia Beach, Virginia. He began his career in financial services in 1994 as a financial planner with First Financial Planners in Norfolk, VA, now known as WealthTrak Advisors, and is co-founder of WealthTrak Capital Management. He works with the executive team on the firm's strategic direction.
Ronald Whited’s longest registration is the current one, 14 years at Wealthtrak Capital Management since 2012. Before joining Wealthtrak Capital Management in 2012, Ronald Whited was registered through First Allied Advisory Services, Inc. and FFP Advisory Services Inc.
- Wealthtrak AdvisorsCurrent– present · 14 yearsVirginia Beach, VA · Adviser representative · Firm CRD 160057
- First Allied Advisory Services, Inc.– · 5 yearsChesapeake, VA · Adviser representative · Firm CRD 137888
- FFP Advisory Services Inc– · 11 yearsChesapeake, VA · Adviser representative · Firm CRD 110778
Professional designations
Listed by Wealthtrak Capital Management
- PFP
- RFC®
Investment adviser representative registrations
Ronald Whited is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2012; the most recent is Virginia, in April 2012.
- TexasResidentSince 25 January 2012
- VirginiaSince 2 April 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 12 August 1999 |
| Series 65 | Uniform Investment Adviser Law Examination | 23 September 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 August 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 22 August 1994 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Ronald Christopher Whited
- CRD
- 2530579
- Firm
- Wealthtrak Capital Management · CRD 160057
- Role
- Managing Partner/Member/Chief Compliance Officer
- Office
- 272 BENDIX ROAD, SUITE 130, Virginia Beach, VA 23452
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 1994
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- wealthtrakcm.com
Where does Ronald Whited work?
Ronald Whited has been Managing Partner/Member/Chief Compliance Officer of Wealthtrak Capital Management, L.L.C. since October 2011, and is a control person of the firm.
Is Ronald Whited a financial advisor?
Yes. Ronald Whited has a current investment-adviser registration in Texas and Virginia, through Wealthtrak Capital Management since January 2012.
How many years of experience does Ronald Whited have?
Ronald Whited has 32 years in the financial industry, since August 1994, across 3 adviser firms.
What exams has Ronald Whited passed?
Ronald Whited has passed 5 licensing exams: the Series 6, Series 63, Series 65, Series 7 and Series 99TO. The earliest, the Series 6, was passed in August 1994. FINRA credited Ronald Whited with the SIE, which began in October 2018.
Where did Ronald Whited work before Wealthtrak Capital Management?
Before Wealthtrak Capital Management, Ronald Whited was registered through FFP Advisory Services Inc, February 1995 to January 2007.
Where is Ronald Whited based?
Ronald Whited’s registered office is in Virginia Beach, VA.
Is Ronald Whited registered with FINRA?
Yes. Ronald Whited has a current broker registration, under CRD 2530579.
Source: FINRA BrokerCheck
How can I verify Ronald Whited’s record?
Search CRD 2530579 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Ronald Whited’s full registration record.