Stuart C White

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Marlton, NJ
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Marlton, NJ

Other Businesses

Business Ownership; Stuart White, Inc.; Owner; Financial planning flow through entity; 5100 Backwoods Drive SE, , Caledonia , MI, 49316; Not Investment-Related; 12/20/2020; 1 to 9 hours per month; 0 during trading hours. Fiduciary Activities; I am not currently a Trustee or named a trustee at this time; however, I may be nominated as "successor trustee". Outside Employment; Stuart White, Inc.; President/Owner - Manage flow through entity for tax purposes; Flow through for FP business; 5100 Backwoods Drive SE, , Caledonia, MI, 49316; Not Investment-Related; 12/22/2020; 1 to 9 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-01-26

Designations

• Certified Financial Planner
• Chartered Financial Consultant