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Robert White

Strategic Advisers LLC

Albuquerque, NM

Albuquerque, NM

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NM RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

2100 Louisiana Blvd Ne Building 209, Albuquerque, NM 87110-5413 • United States

Albuquerque, NM • 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
Fidelity Brokerage Services Llc Albuquerque NM 05/2015 09/2021
Fidelity Personal And Workplace Advisors Boston MA 07/2018 09/2021
Charles Schwab & Co., Inc. Albuquerque NM 10/2021 08/2023
Charles Schwab Bank, Ssb Albuquerque NM 10/2021 08/2023
Fidelity Investments Albuquerque NM 09/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2015 → 09/2021
    Fidelity Brokerage Services Llc
    Albuquerque, NM
  • 07/2018 → 09/2021
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 10/2021 → 08/2023
    Charles Schwab & Co., Inc.
    Albuquerque, NM
  • 10/2021 → 08/2023
    Charles Schwab Bank, Ssb
    Albuquerque, NM
  • 09/2023 → Present
    Fidelity Investments
    Albuquerque, NM
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Albuquerque, NM
  • 2021-12-14 → 2023-08-31
    Charles Schwab & Co., Inc.
    Albuquerque, NM
  • 2018-07-13 → 2021-09-29
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2017-01-04 → 2018-07-13
    Strategic Advisers Llc
    Albuquerque, NM
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-26
  • S66 Uniform Combined State Law Examination
    2015-10-26
Designations
Other Names
  • Robert Stockton White Iii
  • Robert Stockton White, Iii
  • Robert Stockton White
  • Robert Stockton White

View on SEC IAPD

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Jean-Marc D Grindatto
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Other Offices

AAN WEALTH ADVISORS LLC · Albuquerque, NM
DXD CAPITAL · ALBUQUERQUE, NM
ALLWORTH FINANCIAL, L.P. · ALBUQUERQUE, NM
EDWARD JONES · ALBUQUERQUE, NM
ZANETTI FINANCIAL, LLC · ALBUQUERQUE, NM
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER · ALBUQUERQUE, NM
AMERIPRISE FINANCIAL SERVICES, LLC · ALBUQUERQUE, NM
LPL FINANCIAL LLC · ALBUQUERQUE, NM

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