Steven Douglas White

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 04/2014 → 10/2016
  Morgan Stanley
  Voorhees, NJ
• 01/2015 → 10/2016
  Morgan Stanley Private Bank, National Association
  New York, NY
• 10/2016 → 05/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jenkintown, PA
• 03/2017 → 05/2020
  Bank Of America, N.A.
  Jenkintown, PA
• 06/2020 → 05/2022
  Fidelity Brokerage Services Llc
  Philadelphia, PA
• 05/2022 → Present
  Fisher Investments
  Philadelphia, PA

Previous Registrations

• 2020-06-16 → 2022-05-15
  Fidelity Personal And Workplace Advisors
  Philadelphia, PA
• 2016-11-07 → 2020-06-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jenkintown, PA
  Philadelphia, PA
• 2014-07-24 → 2016-10-31
  Morgan Stanley
  Marlton, NJ

Exams

• S66 Uniform Combined State Law Examination
  2014-07-21

Designations

• Certified Financial Planner

Other Names

• Steven D White
• Steven White