Andrew J White

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

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

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

Current Employers

Employment History

• 01/2025 → 07/2025
  Morgan Stanley
  Alpharetta, GA
• 08/2023 → 01/2025
  University Of Alabama
  Tuscaloosa, AL
• 05/2023 → 08/2023
  Mercedes-Benz Us International
  Vance, AL
• 01/2023 → 05/2023
  University Of Alabama
  Tuscaloosa, AL
• 08/2022 → 12/2022
  Mercedes-Benz Us International
  Vance, AL
• 08/2021 → 08/2022
  University Of Alabama
  Tuscaloosa, AL
• 05/2021 → 08/2021
  Fairway Social
  Alpharetta, GA
• 08/2020 → 05/2021
  University Of Alabama
  Tuscaloosa, AL
• 05/2020 → 08/2020
  Sears Pool Management
  Sandy Springs, GA
• 08/2019 → 05/2020
  Centennial High School
  Roswell, GA
• 05/2019 → 08/2019
  Sears Pool Management
  Sandy Springs, GA
• 08/2018 → 05/2019
  Centennial High School
  Roswell, GA
• 05/2018 → 08/2018
  Sears Pool Management
  Sandy Springs, GA
• 08/2017 → 05/2018
  Centennial High School
  Roswell, GA
• 05/2017 → 08/2017
  Sears Pool Management
  Sandy Springs, GA
• 08/2016 → 05/2017
  Centennial High School
  Roswell, GA
• 07/2025 → Present
  Truist Investment Services, Inc.
  Alpharetta, GA

Exams

• S66 Uniform Combined State Law Examination
  2025-08-15
• S63 Uniform Securities Agent State Law Examination
  2025-04-15