Richard F White

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• 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

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Saratoga Springs, NY
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2005-09-02 → 2005-10-18
  Putnam Investment Management, Llc
  Boston, MA

Other Businesses

1) *215022 - Okemo Tutorial Program; Investment related - No; Ludlow, VT; Winter Sports Academy; Board Member , President (proprietor, partner, officer, director, employee, trustee, agent); Dec 2019; During business hours: 0; After business hours: 5; Fundraising *671225- Vail Mtn Resorts; Investment related: No; Ludlow, Vermont; Coaching of alpine ski racers; Coach (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 0; After business hours: 32; Coach on weekends 8 hours total over Saturdays and Sundays from December to end of March

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-08-04
• S63 Uniform Securities Agent State Law Examination
  2002-09-12