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Audrey E White

Fiduciary Consulting Group

Portland, OR

CRD 4027353

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Employer firm

Fiduciary Consulting Group CRD 149122

$14.7B regulatory AUM 333 advisory clients

Reported services (Item 5G)

  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • INVESTMENT POLICY STATEMENT CREATION/REVIEW FOR 3(21)A AND 3(38) ERISA PLANS

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

Current Employers
Fiduciary Consulting Group

5299 Dtc Blvd., Suite 1000, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2020-01-27
  • OR RA
    APPROVED
    Since 2020-01-27

Branch Locations

9755 Sw Barnes Road Suite 660, Portland, OR 97225 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morley Capital Management Portland OR 12/2005 05/2019
Princor Financial Services Corporation Portland OR 09/2007 05/2019
Morgan Stanley Institutional Investment Advisors Llc Portland OR 04/2019 Present
  • 12/2005 → 05/2019
    Morley Capital Management
    Portland, OR
  • 09/2007 → 05/2019
    Princor Financial Services Corporation
    Portland, OR
  • 04/2019 → Present
    Morgan Stanley Institutional Investment Advisors Llc
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-26
S63 Uniform Securities Agent State Law Examination 2002-12-30
  • S65 Uniform Investment Adviser Law Examination
    2020-01-26
  • S63 Uniform Securities Agent State Law Examination
    2002-12-30
Other Names
  • Audrey Ellen Kim
  • Audrey Ellen Kim
  • Audrey Ellen White

View on SEC IAPD

Nearby Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SUCCESS WEALTH MANAGEMENT LLC
INMAN FINANCIAL SERVICES, INC.

Nearby Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR

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