Barrett White

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 06/2025 → 07/2025
  Raymond James & Associate, Inc.
  St. Petersburg, FL
• 07/2025 → Present
  Raymond James & Associate, Inc.
  St. Petersburg, FL
• 06/2024 → 08/2024
  Hildene Capital Management
  Stamford, CT
• 06/2023 → 08/2023
  Crews Investment Bank
  Little Rock, AR
• 08/2021 → 05/2025
  Full-Time Education
  Syracuse, NY
• 08/2017 → 06/2021
  Full-Time Education
  Alexandria, VA
• 07/2015 → 07/2017
  Full-Time Education
  Delray Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2025-11-14