Daniel Lee White

Employer firm

Facet CRD 285961

$7.60B regulatory AUM 2,521 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

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

Current Employers

Facet

2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-08-10

TX RA
APPROVED

Since 2026-08-10

Branch Locations

Glendale, AZ • United States

2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Schwab Private Client Investment Advisory, Inc.	Phoenix	AZ	02/2015	05/2021
Charles Schwab & Co., Inc.	Phoenix	AZ	02/2015	07/2026
Facet	West Palm Beach	FL	07/2026	Present

02/2015 → 05/2021

Schwab Private Client Investment Advisory, Inc.

Phoenix, AZ
02/2015 → 07/2026

Charles Schwab & Co., Inc.

Phoenix, AZ
07/2026 → Present

Facet

West Palm Beach, FL

Previous Registrations

2021-05-06 → 2026-08-14

Charles Schwab & Co., Inc.

Phoenix, AZ
2015-03-27 → 2021-05-07

Schwab Wealth Advisory, Inc.

Phoenix, AZ
2013-03-20 → 2015-02-17

Usaa Financial Planning Services

Phoenix, AZ
2006-07-19 → 2010-03-16

Charles Schwab & Co., Inc.

Phoenix, AZ

Phoenix, AZ

Phoenix, AZ
2006-03-06 → 2006-06-20

Equitable Advisors, Llc

Scottsdale, AZ

Scottsdale, AZ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-02-25

S66 Uniform Combined State Law Examination

2013-02-25

Designations

Certified Financial Planner

Other Names

Danny Lee White
Daniel Lee White

View on SEC IAPD