David John White
Investment adviser representative at Attleboro Wealth Management LLC
10 yearsExperience
3 statesRegistered in
CFADesignation
$129.3MFirm assets
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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.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Attleboro Wealth Management LLCMar 2026 to now
- Watermark Retirement CommunitiesApr 2025 to Mar 2026
- Fisher InvestmentsJun 2020 to Mar 2025
- Shipley EnergyMay 2019 to Mar 2020
- Penn State UniversityMar 2016 to Jun 2020
- Northampton Valley Country ClubMar 2016 to Apr 2019
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 3 states (NJ, PA, TX).
Attleboro Wealth Management LLC
$129.3MAssets managed
142Clients
5Advisers
1 yearIn 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
- 7613239
- Firm CRD
- 318056