Marc White
Clarendon Private · Boston, Massachusetts
Marc White is a fee-only financial advisor at Clarendon Private in Boston, Massachusetts. Clarendon Private reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Clarendon Private |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $352.1M across 231 accounts |
| SEC registration | Investment adviser representative in MA · CRD 1269129 |
| Exams passed | Series 63 (1985) · Series 65 (2022) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.clarendonprivate.com |
| Profile |
How Marc's firm compares
- Clarendon Private's average account is about $1.5 million, from its Form ADV (assets managed divided by 231 accounts).
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Questions about Marc
Is Marc White a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marc holds no broker registration, and Clarendon Private reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marc charge for financial advice?
Marc's firm, Clarendon Private, reports charging a percentage of assets on its SEC Form ADV.
Where is Marc White based?
Marc White is based in Boston, Massachusetts.
Is Marc White registered with the SEC?
Yes. Marc White is registered as an investment adviser representative in MA (CRD 1269129), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clarendon Private manage?
Clarendon Private reports $352.1M across 231 accounts in assets under management.
How do I contact Marc White?
Through Marc's website, www.clarendonprivate.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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