Anna Katherine White

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2019 → 12/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
• 05/2019 → 07/2019
  Unemployed
  Austin, TX
• 08/2014 → 08/2017
  Lone Star Community College
  Tomball, TX
• 08/2017 → 05/2019
  The University Of Texas At Austin
  Austin, TX
• 07/2016 → 07/2017
  Cw Auto Solutions
  Magnolia, TX
• 12/2021 → 06/2022
  Raymond James & Associates, Inc
  Austin, TX
• 07/2022 → 02/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
• 07/2022 → Present
  Newedge Securities Llc
  Pittsburgh, PA
• 03/2026 → Present
  Newedge Advisors
  New Orleans, LA

Previous Registrations

• 2022-08-24 → 2024-03-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
• 2022-02-03 → 2022-07-08
  Raymond James & Associates, Inc.
  Austin, TX
• 2021-09-29 → 2021-11-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-09-27

Other Names

• Anna White
• Anna Katherine White