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Joseph Robert White

Morgan Stanley

Melville, NY

Strategic Advisers LLC

Jacksonville, FL

Roslyn, NY

Farmingdale, NY

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-08-31
TX RA APPROVED 2026-08-31
  • NY RA
    APPROVED
    Since 2026-08-31
  • TX RA
    APPROVED
    Since 2026-08-31

Branch Locations

58 South Service Road Suite 400, Melville, NY 11747 • United States

Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

1075 Northern Blvd, Roslyn, NY 11576-1681 • United States

Farmingdale, NY • 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
Unique Parking Garden City NY 08/2018 03/2019
Unemployed Massapequa NY 05/2018 08/2018
Newmark Knight Frank New York NY 06/2017 08/2017
Help Enterprises Eagle Farm 07/2016 12/2016
Axa Advisors Llc New York NY 03/2019 06/2020
Equitable Advisors, Llc New York NY 03/2019 12/2021
Fidelity Investments Massapequa NY 01/2022 11/2022
Australian Catholic Univeristy Banyo 07/2016 11/2016
Fairfield University Fairfield CT 01/2017 06/2017
Fairfield University Fairfield CT 08/2017 05/2018
The Ocean Resort At Bath And Tennis Westhampton Beach NY 06/2016 09/2016
The Ocean Resort At Bath And Tennis Westhampton Beach NY 05/2017 07/2017
Fairfield University Fairfield CT 01/2017 05/2017
Fairfield University Fairfield CT 08/2017 05/2018
Fidelity Investments Roslyn NY 01/2024 07/2026
Morgan Stanley Melville NY 08/2026 Present
Fidelity Investments Roslyn NY 11/2022 01/2024
  • 08/2018 → 03/2019
    Unique Parking
    Garden City, NY
  • 05/2018 → 08/2018
    Unemployed
    Massapequa, NY
  • 06/2017 → 08/2017
    Newmark Knight Frank
    New York, NY
  • 07/2016 → 12/2016
    Help Enterprises
    Eagle Farm
  • 03/2019 → 06/2020
    Axa Advisors Llc
    New York, NY
  • 03/2019 → 12/2021
    Equitable Advisors, Llc
    New York, NY
  • 01/2022 → 11/2022
    Fidelity Investments
    Massapequa, NY
  • 07/2016 → 11/2016
    Australian Catholic Univeristy
    Banyo
  • 01/2017 → 06/2017
    Fairfield University
    Fairfield, CT
  • 08/2017 → 05/2018
    Fairfield University
    Fairfield, CT
  • 06/2016 → 09/2016
    The Ocean Resort At Bath And Tennis
    Westhampton Beach, NY
  • 05/2017 → 07/2017
    The Ocean Resort At Bath And Tennis
    Westhampton Beach, NY
  • 01/2017 → 05/2017
    Fairfield University
    Fairfield, CT
  • 08/2017 → 05/2018
    Fairfield University
    Fairfield, CT
  • 01/2024 → 07/2026
    Fidelity Investments
    Roslyn, NY
  • 08/2026 → Present
    Morgan Stanley
    Melville, NY
  • 11/2022 → 01/2024
    Fidelity Investments
    Roslyn, NY
Previous Registrations
  • 2023-01-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
    Roslyn, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-16
S63 Uniform Securities Agent State Law Examination 2019-05-13
  • S66 Uniform Combined State Law Examination
    2022-12-16
  • S63 Uniform Securities Agent State Law Examination
    2019-05-13
Other Names
  • Joseph White
  • Joseph Robert White

View on SEC IAPD

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APS WEALTH MANAGEMENT, LLC · MELVILLE, NY
LI WEALTH MANAGEMENT INC · MELVILLE, NY
VOYA FINANCIAL ADVISORS, INC. · MELVILLE, NY
CETERA INVESTMENT ADVISERS LLC · MELVILLE, NY
CETERA INVESTMENT ADVISERS LLC · MELVILLE, NY
THE PINNACLE FINANCIAL GROUP · MELVILLE, NY
VOYA FINANCIAL ADVISORS, INC. · MELVILLE, NY

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