Catherine Audrey White
Investment adviser representative at Portside Wealth Group, LLC
10 yearsExperience
1 stateRegistered in
$1.4BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Portside Wealth Group, LLCMay 2023 to now
- Concorde Investment Services, LLCMay 2023 to now
- Hudson Oaks Wealth ManagementNov 2021 to now
- Townsquare CapitalApr 2022 to Jun 2023
- Dfpg Investments, LLCFeb 2022 to Apr 2023
- Stand and StretchJun 2021 to Jan 2022
- Fidelity InvestmentsJun 2020 to Apr 2021
- Wag Labs, Inc.Jun 2018 to Sep 2019
- Synovus BankFeb 2018 to May 2020
- Synovus Securities, Inc.Jul 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (UT).
Portside Wealth Group, LLC
$1.4BAssets managed
6,475Clients
56Advisers
3 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
- 6697352
- Firm CRD
- 325175