Anthony Scott White

Employer firm

Uhler Vertich White Advisors CRD 130716

$514M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2002 → Present
  Raymond James Financial Services, Inc.
  Ft. Myers, FL
• 01/2004 → 08/2023
  Scott White Advisors, Llc
  Fort Myers, FL
• 05/2025 → Present
  Uhler Vertich White Advisors, Llc
  Ft. Myers, FL

Previous Registrations

• 2006-04-24 → 2023-08-07
  Scott White Advisors, Llc
  Fort Myers, FL
• 2009-09-14 → 2013-03-07
  Raymond James Financial Services Advisors, Inc
  Fort Myers, FL

Other Businesses

(1)Name of Business: Scott White Advisors, LLC Address: 1525 Grove Ave, Fort Myers, FL, 33901, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 09/01/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is an LLC that exists until the final payment for Scott White Advisors is received from its May 18, 2023 sale. During this period the only function of the LLC will be receive payments from the sale, make disbursements to the owner and submit IRS required filings. Once the final payment is received, all funds will be distributed to the owner and the LLC will be terminated. (2)Name of Business: Uhler Vertich White Advisors Address: 1510 Royal Palm Sq Blvd Ste 103, Fort Myers, FL, 33919, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/09/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sell Long Term Care Insurance, Non-Variable Life Insurance and Non-Variable Annuities (3)Name of Business: Uhler Vertich White Advisors Address: 1510 Royal Palm Square Blvd, Fort Myers, FL, 33919-1068, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I provide a range of financial planning services through this support organization. These services include reviewing estate planning, long-term care needs, causality insurance coverage, tax returns, investment advice, and legacy planning.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-03-15
• S63 Uniform Securities Agent State Law Examination
  1992-12-18

Designations

• Certified Financial Planner

Other Names

• Scott White