Michael Scott Wallace
Investment adviser representative at White Pine Capital LLC
26 yearsExperience
3 statesRegistered in
CFADesignation
$430.6MFirm assets
Are you Michael Scott Wallace? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
26 years in the industry.
- White Pine Capital LLCMar 2000 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 3 states (MN, TX, VA).
White Pine Capital LLC
$430.6MAssets managed
84Clients
3Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2374142
- Firm CRD
- 108417