Charles Lambert 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

• 06/2009 → 02/2017
  Morgan Stanley Smith Barney
  Boca Raton, FL
• 04/2017 → Present
  Raymond James & Associates, Inc
  Boca Raton, FL
• 05/2017 → 02/2018
  Raymond James & Associates, Inc.
  Coral Gables, FL
• 05/2017 → 02/2018
  Raymond James & Associates, Inc.
  Miami, FL
• 05/2017 → 02/2018
  Raymond James & Associates, Inc.
  Miami Beach, FL

Previous Registrations

• 2009-06-01 → 2017-02-22
  Morgan Stanley
  Boca Raton, FL
  Omaha, NE
• 2003-04-17 → 2009-06-01
  Citigroup Global Markets Inc.
  Omaha, NE
  Boca Raton, FL

Other Businesses

(1)Name of Business: The Diocese of Southeast Florida- Episcopalian Church Address: 1 Town Center Rd, Boca Raton, FL, 33486, United States Activity Type: Non profit Position/Title: Advisory Board Investment Related: Yes Start Date: 06/10/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board Member - Board Member - Investment Committee. These accounts are now managed by Goldman Sachs (who has discretion). I would have zero decision making for individual investments. I, in addition to the committee, would have oversight over making sure Goldman Sachs does a prudent job managing these accounts.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-05-18
• S63 Uniform Securities Agent State Law Examination
  1992-03-10

Other Names

• Bert White